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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 | $100,432 | $63,845+57.3% | $81,370+23.4% | $80,959+24.1% |
| Participation rate | 8.0% | 63.9%-55.9pp | 69.5%-61.5pp | 67.7%-59.7pp |
| Annual return | 11.04% | 16.37%-5.3pp | 24.85%-13.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $763 | $1,980-61.4% | $2,464-69.0% | $2,757-72.3% |
| Participant deferral / active EE | $1,583 | $3,093-48.8% | $3,885-59.2% | $4,300-63.2% |
| Admin fee / account holder | $1,891 | $5,688-66.8% | $5,749-67.1% | $6,925-72.7% |