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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 | $58,848+79.4% | $88,179+19.7% | $82,637+27.7% |
| Participation rate | 34.0% | 57.9%-23.9pp | 69.1%-35.1pp | 68.1%-34.1pp |
| Annual return | 20.71% | 22.76%-2.0pp | 64.97%-44.3pp | 53.51%-32.8pp |
| Employer contribution / active EE | $1,304 | $1,678-22.3% | $2,549-48.9% | $2,552-48.9% |
| Participant deferral / active EE | $2,751 | $3,124-11.9% | $4,614-40.4% | $4,126-33.3% |
| Admin fee / account holder | $2,801 | $4,795-41.6% | $7,673-63.5% | $7,339-61.8% |