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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 | $117,523 | $81,487+44.2% | $102,412+14.8% | $80,935+45.2% |
| Participation rate | 46.9% | 66.8%-20.0pp | 74.5%-27.6pp | 67.7%-20.8pp |
| Annual return | 16.58% | 25.60%-9.0pp | 24.94%-8.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $1,778 | $3,103-42.7% | $3,870-54.0% | $2,757-35.5% |
| Participant deferral / active EE | $3,399 | $3,871-12.2% | $5,060-32.8% | $4,299-21.0% |
| Admin fee / account holder | $3,817 | $6,717-43.2% | $8,388-54.5% | $6,924-44.9% |