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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 | $107,208 | $81,358+31.8% | $155,556-31.1% | $80,959+32.4% |
| Participation rate | 42.4% | 66.3%-23.8pp | 78.2%-35.8pp | 67.7%-25.2pp |
| Annual return | 12.47% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,134 | $3,106-31.3% | $4,675-54.4% | $2,757-22.6% |
| Participant deferral / active EE | $4,886 | $3,455+41.4% | $5,631-13.2% | $4,300+13.6% |
| Admin fee / account holder | $660 | $7,994-91.7% | $15,885-95.8% | $6,925-90.5% |