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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 | $99,443 | $86,949+14.4% | $102,460-2.9% | $80,959+22.8% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.3pp | 67.7%-11.4pp |
| Annual return | 18.76% | 18.89%-0.1pp | 29.47%-10.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $1,188 | $2,370-49.9% | $3,025-60.7% | $2,757-56.9% |
| Participant deferral / active EE | $3,722 | $4,121-9.7% | $5,056-26.4% | $4,300-13.4% |
| Admin fee / account holder | $2,125 | $8,048-73.6% | $9,460-77.5% | $6,925-69.3% |