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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 | $109,207 | $74,535+46.5% | $100,712+8.4% | $82,637+32.2% |
| Participation rate | 49.0% | 61.2%-12.2pp | 69.3%-20.3pp | 68.1%-19.0pp |
| Annual return | 15.28% | 18.92%-3.6pp | 33.27%-18.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,192 | $1,503-20.6% | $2,313-48.4% | $2,552-53.3% |
| Participant deferral / active EE | $2,807 | $3,074-8.7% | $4,085-31.3% | $4,126-32.0% |
| Admin fee / account holder | $3,067 | $6,576-53.4% | $9,256-66.9% | $7,339-58.2% |