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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 | $105,258 | $96,956+8.6% | $69,779+50.8% | $273,972-61.6% |
| Participation rate | 46.2% | 77.1%-30.9pp | 71.8%-25.7pp | 83.0%-36.9pp |
| Annual return | 5.40% | 12.93%-7.5pp | 12.99%-7.6pp | 41.46%-36.1pp |
| Employer contribution / active EE | $901 | $3,316-72.8% | $2,338-61.5% | $4,869-81.5% |
| Participant deferral / active EE | $4,076 | $3,744+8.9% | $2,931+39.1% | $5,287-22.9% |
| Admin fee / account holder | $3,147 | $7,934-60.3% | $4,381-28.2% | $10,133-68.9% |