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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 | $104,570 | $77,574+34.8% | $108,753-3.8% | $86,983+20.2% |
| Participation rate | 56.1% | 62.3%-6.2pp | 71.1%-15.0pp | 69.5%-13.4pp |
| Annual return | 12.22% | 18.42%-6.2pp | 37.47%-25.2pp | 25.83%-13.6pp |
| Employer contribution / active EE | $1,049 | $1,611-34.9% | $2,427-56.8% | $2,584-59.4% |
| Participant deferral / active EE | $3,582 | $3,128+14.5% | $4,115-13.0% | $4,194-14.6% |
| Admin fee / account holder | $5,771 | $6,529-11.6% | $10,320-44.1% | $7,856-26.5% |