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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 | $110,601 | $72,607+52.3% | $90,259+22.5% | $87,485+26.4% |
| Participation rate | 39.4% | 64.8%-25.4pp | 70.7%-31.4pp | 68.9%-29.5pp |
| Annual return | 16.99% | 18.59%-1.6pp | 18.88%-1.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,569 | $1,919-18.3% | $2,291-31.5% | $2,596-39.6% |
| Participant deferral / active EE | $2,985 | $3,055-2.3% | $3,827-22.0% | $4,274-30.2% |
| Admin fee / account holder | $3,102 | $5,947-47.8% | $7,267-57.3% | $7,775-60.1% |