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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 | $105,553 | $57,590+83.3% | $86,233+22.4% | $82,448+28.0% |
| Participation rate | 34.0% | 57.9%-23.9pp | 69.0%-35.0pp | 68.1%-34.1pp |
| Annual return | 20.71% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,304 | $1,655-21.2% | $2,504-47.9% | $2,551-48.9% |
| Participant deferral / active EE | $2,751 | $3,080-10.7% | $4,559-39.7% | $4,139-33.5% |
| Admin fee / account holder | $2,801 | $4,730-40.8% | $8,342-66.4% | $7,234-61.3% |