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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 | $101,568 | $64,462+57.6% | $81,482+24.7% | $80,911+25.5% |
| Participation rate | 38.7% | 63.9%-25.2pp | 69.5%-30.8pp | 67.6%-28.9pp |
| Annual return | 12.58% | 16.35%-3.8pp | 24.79%-12.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,047 | $1,979-47.1% | $2,463-57.5% | $2,756-62.0% |
| Participant deferral / active EE | $2,948 | $3,094-4.7% | $3,885-24.1% | $4,297-31.4% |
| Admin fee / account holder | $1,590 | $5,678-72.0% | $5,761-72.4% | $6,935-77.1% |