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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 | $97,061 | $81,504+19.1% | $102,437-5.2% | $80,959+19.9% |
| Participation rate | 54.9% | 66.9%-12.0pp | 74.5%-19.6pp | 67.7%-12.8pp |
| Annual return | 13.25% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,574 | $3,104-49.3% | $3,871-59.3% | $2,757-42.9% |
| Participant deferral / active EE | $3,859 | $3,871-0.3% | $5,060-23.7% | $4,300-10.3% |
| Admin fee / account holder | $3,374 | $6,719-49.8% | $8,388-59.8% | $6,925-51.3% |