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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 | $104,736 | $71,215+47.1% | $93,696+11.8% | $80,935+29.4% |
| Participation rate | 35.5% | 60.4%-24.9pp | 68.7%-33.2pp | 67.7%-32.2pp |
| Annual return | 11.58% | 11.27%+0.3pp | 133.74%-122.2pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,008 | $1,565-35.6% | $2,422-58.4% | $2,757-63.4% |
| Participant deferral / active EE | $2,125 | $4,037-47.4% | $4,417-51.9% | $4,299-50.6% |
| Admin fee / account holder | $1,857 | $6,958-73.3% | $8,287-77.6% | $6,924-73.2% |