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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 | $73,787+38.2% | $98,716+3.3% | $82,448+23.7% |
| Participation rate | 48.8% | 61.4%-12.6pp | 69.3%-20.5pp | 68.1%-19.2pp |
| Annual return | 15.06% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,872 | $1,511+23.9% | $2,279-17.8% | $2,551-26.6% |
| Participant deferral / active EE | $5,369 | $3,081+74.3% | $4,048+32.7% | $4,139+29.7% |
| Admin fee / account holder | $4,964 | $6,500-23.6% | $8,703-43.0% | $7,234-31.4% |