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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 | $104,644 | $71,208+47.0% | $93,681+11.7% | $80,911+29.3% |
| Participation rate | 39.4% | 60.4%-21.0pp | 68.7%-29.3pp | 67.6%-28.3pp |
| Annual return | 14.34% | 11.27%+3.1pp | 133.47%-119.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,385 | $1,564-11.5% | $2,422-42.8% | $2,756-49.7% |
| Participant deferral / active EE | $2,007 | $4,035-50.2% | $4,415-54.5% | $4,297-53.3% |
| Admin fee / account holder | $8,745 | $6,951+25.8% | $8,290+5.5% | $6,935+26.1% |