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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 | $106,463 | $71,215+49.5% | $93,696+13.6% | $80,935+31.5% |
| Participation rate | 37.3% | 60.4%-23.1pp | 68.7%-31.4pp | 67.7%-30.3pp |
| Annual return | 13.58% | 11.27%+2.3pp | 133.74%-120.2pp | 35.66%-22.1pp |
| Employer contribution / active EE | $557 | $1,565-64.4% | $2,422-77.0% | $2,757-79.8% |
| Participant deferral / active EE | $2,651 | $4,037-34.3% | $4,417-40.0% | $4,299-38.3% |
| Admin fee / account holder | $5,076 | $6,958-27.1% | $8,287-38.7% | $6,924-26.7% |