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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 | $114,712-9.4% | $173,730-40.2% | $87,485+18.8% |
| Participation rate | 51.5% | 73.0%-21.5pp | 79.6%-28.1pp | 68.9%-17.4pp |
| Annual return | 19.83% | 20.18%-0.4pp | 19.96%-0.1pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,566 | $2,904-46.1% | $4,577-65.8% | $2,596-39.7% |
| Participant deferral / active EE | $2,895 | $4,642-37.6% | $6,326-54.2% | $4,274-32.3% |
| Admin fee / account holder | $624 | $10,210-93.9% | $17,523-96.4% | $7,775-92.0% |