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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 | $105,454 | $57,590+83.1% | $86,233+22.3% | $82,448+27.9% |
| Participation rate | 41.4% | 57.9%-16.5pp | 69.0%-27.6pp | 68.1%-26.7pp |
| Annual return | 18.37% | 22.41%-4.0pp | 61.39%-43.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,444 | $1,655-12.8% | $2,504-42.3% | $2,551-43.4% |
| Participant deferral / active EE | $3,097 | $3,080+0.6% | $4,559-32.1% | $4,139-25.2% |
| Admin fee / account holder | $4,462 | $4,730-5.7% | $8,342-46.5% | $7,234-38.3% |