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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 | $108,115 | $86,940+24.4% | $102,434+5.5% | $80,935+33.6% |
| Participation rate | 33.8% | 72.4%-38.5pp | 76.5%-42.7pp | 67.7%-33.8pp |
| Annual return | 13.68% | 18.89%-5.2pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,541 | $2,370-35.0% | $3,023-49.0% | $2,757-44.1% |
| Participant deferral / active EE | $3,046 | $4,121-26.1% | $5,055-39.7% | $4,299-29.2% |
| Admin fee / account holder | $626 | $8,047-92.2% | $9,462-93.4% | $6,924-91.0% |