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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 | $105,336 | $81,504+29.2% | $102,437+2.8% | $80,959+30.1% |
| Participation rate | 47.8% | 66.9%-19.0pp | 74.5%-26.7pp | 67.7%-19.8pp |
| Annual return | 14.89% | 25.60%-10.7pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,785 | $3,104-42.5% | $3,871-53.9% | $2,757-35.3% |
| Participant deferral / active EE | $3,702 | $3,871-4.4% | $5,060-26.8% | $4,300-13.9% |
| Admin fee / account holder | $3,330 | $6,719-50.4% | $8,388-60.3% | $6,925-51.9% |