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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 | $112,917 | $81,504+38.5% | $102,437+10.2% | $80,959+39.5% |
| Participation rate | 43.6% | 66.9%-23.3pp | 74.5%-30.9pp | 67.7%-24.1pp |
| Annual return | 12.70% | 25.60%-12.9pp | 24.95%-12.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,759 | $3,104-43.3% | $3,871-54.6% | $2,757-36.2% |
| Participant deferral / active EE | $4,416 | $3,871+14.1% | $5,060-12.7% | $4,300+2.7% |
| Admin fee / account holder | $2,493 | $6,719-62.9% | $8,388-70.3% | $6,925-64.0% |