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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 | $93,011 | $45,438+104.7% | $80,004+16.3% | $59,633+56.0% |
| Participation rate | 34.5% | 63.7%-29.2pp | 73.0%-38.5pp | 68.7%-34.1pp |
| Annual return | 0.88% | 5.10%-4.2pp | 7.63%-6.7pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $1,604 | $1,236+29.8% | $2,473-35.1% | $2,203-27.2% |
| Participant deferral / active EE | $3,224 | $2,231+44.5% | $3,204+0.6% | $3,192+1.0% |
| Admin fee / account holder | $3,234 | $3,464-6.6% | $5,033-35.8% | $4,297-24.7% |