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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 | $109,980 | $71,208+54.4% | $93,681+17.4% | $80,911+35.9% |
| Participation rate | 12.2% | 60.4%-48.2pp | 68.7%-56.5pp | 67.6%-55.5pp |
| Annual return | 10.58% | 11.27%-0.7pp | 133.47%-122.9pp | 35.63%-25.0pp |
| Employer contribution / active EE | $1,404 | $1,564-10.3% | $2,422-42.0% | $2,756-49.0% |
| Participant deferral / active EE | $2,505 | $4,035-37.9% | $4,415-43.3% | $4,297-41.7% |
| Admin fee / account holder | $1,145 | $6,951-83.5% | $8,290-86.2% | $6,935-83.5% |