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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 | $115,059 | $97,550+17.9% | $120,344-4.4% | $87,485+31.5% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.7%-34.4pp | 68.9%-26.6pp |
| Annual return | 18.66% | 18.41%+0.2pp | 20.30%-1.6pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,149 | $2,291-49.8% | $3,020-61.9% | $2,596-55.7% |
| Participant deferral / active EE | $2,892 | $4,230-31.6% | $5,135-43.7% | $4,274-32.3% |
| Admin fee / account holder | $4,944 | $9,543-48.2% | $12,742-61.2% | $7,775-36.4% |