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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 | $101,858 | $58,493+74.1% | $84,021+21.2% | $72,975+39.6% |
| Participation rate | 29.7% | 61.2%-31.6pp | 69.0%-39.3pp | 69.5%-39.8pp |
| Annual return | 21.96% | 28.93%-7.0pp | 71.32%-49.4pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,554 | $1,163+33.6% | $1,984-21.7% | $2,440-36.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,970 | $4,569-56.9% | $6,102-67.7% | $5,124-61.6% |