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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 | $104,623 | $45,126+131.8% | $85,187+22.8% | $74,459+40.5% |
| Participation rate | 33.8% | 49.4%-15.6pp | 67.5%-33.8pp | 67.2%-33.5pp |
| Annual return | 12.90% | 26.30%-13.4pp | 66.67%-53.8pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,473 | $1,460+0.9% | $2,732-46.1% | $2,626-43.9% |
| Participant deferral / active EE | $3,128 | $2,738+14.2% | $4,525-30.9% | $4,350-28.1% |
| Admin fee / account holder | $998 | $2,212-54.9% | $6,162-83.8% | $1,945-48.7% |