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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 | $103,961 | $108,825-4.5% | $156,181-33.4% | $82,448+26.1% |
| Participation rate | 51.5% | 72.4%-20.9pp | 78.8%-27.3pp | 68.1%-16.6pp |
| Annual return | 19.83% | 20.59%-0.8pp | 64.87%-45.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,566 | $2,870-45.4% | $4,294-63.5% | $2,551-38.6% |
| Participant deferral / active EE | $2,895 | $4,577-36.7% | $6,132-52.8% | $4,139-30.1% |
| Admin fee / account holder | $624 | $9,341-93.3% | $14,586-95.7% | $7,234-91.4% |