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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,883 | $65,246+60.8% | $98,716+6.2% | $67,986+54.3% |
| Participation rate | 41.0% | 51.4%-10.4pp | 69.3%-28.3pp | 57.2%-16.2pp |
| Annual return | 15.37% | 20.58%-5.2pp | 31.81%-16.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $906 | $1,042-13.0% | $2,279-60.2% | $2,019-55.1% |
| Participant deferral / active EE | $2,182 | $2,594-15.9% | $4,048-46.1% | $3,358-35.0% |
| Admin fee / account holder | $5,417 | $4,561+18.8% | $8,703-37.8% | $3,203+69.1% |