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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 | $103,057 | $63,082+63.4% | $81,716+26.1% | $79,852+29.1% |
| Participation rate | 50.7% | 67.5%-16.8pp | 72.0%-21.3pp | 69.6%-19.0pp |
| Annual return | 21.46% | 22.66%-1.2pp | 29.49%-8.0pp | 31.72%-10.3pp |
| Employer contribution / active EE | $1,189 | $1,795-33.8% | $4,310-72.4% | $2,471-51.9% |
| Participant deferral / active EE | $2,452 | $2,780-11.8% | $7,108-65.5% | $3,740-34.4% |
| Admin fee / account holder | $1,404 | $4,428-68.3% | $5,159-72.8% | $5,306-73.5% |