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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 | $101,982 | $76,834+32.7% | $108,359-5.9% | $87,485+16.6% |
| Participation rate | 48.8% | 61.7%-12.9pp | 70.1%-21.3pp | 68.9%-20.1pp |
| Annual return | 15.06% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,872 | $1,556+20.3% | $2,399-22.0% | $2,596-27.9% |
| Participant deferral / active EE | $5,369 | $3,100+73.2% | $4,137+29.8% | $4,274+25.6% |
| Admin fee / account holder | $4,964 | $6,537-24.1% | $9,741-49.0% | $7,775-36.2% |