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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 | $101,549 | $65,364+55.4% | $92,909+9.3% | $72,975+39.2% |
| Participation rate | 32.7% | 68.3%-35.7pp | 76.0%-43.4pp | 69.5%-36.8pp |
| Annual return | 17.85% | 42.11%-24.3pp | 109.44%-91.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $1,039 | $2,594-60.0% | $3,653-71.6% | $2,440-57.4% |
| Participant deferral / active EE | $2,250 | $3,128-28.1% | $4,238-46.9% | $3,608-37.6% |
| Admin fee / account holder | $30,048 | $4,251+606.8% | $5,795+418.5% | $5,124+486.4% |