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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 | $81,487+29.3% | $102,412+2.9% | $80,935+30.1% |
| Participation rate | 47.8% | 66.8%-19.0pp | 74.5%-26.7pp | 67.7%-19.8pp |
| Annual return | 14.89% | 25.60%-10.7pp | 24.94%-10.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,785 | $3,103-42.5% | $3,870-53.9% | $2,757-35.3% |
| Participant deferral / active EE | $3,702 | $3,871-4.4% | $5,060-26.8% | $4,299-13.9% |
| Admin fee / account holder | $3,330 | $6,717-50.4% | $8,388-60.3% | $6,924-51.9% |