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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 | $101,407 | $64,920+56.2% | $103,693-2.2% | $86,983+16.6% |
| Participation rate | 55.8% | 63.6%-7.8pp | 72.6%-16.8pp | 69.5%-13.7pp |
| Annual return | 13.61% | 30.29%-16.7pp | 47.61%-34.0pp | 25.83%-12.2pp |
| Employer contribution / active EE | $1,018 | $2,141-52.4% | $2,920-65.1% | $2,584-60.6% |
| Participant deferral / active EE | $3,152 | $3,241-2.8% | $4,579-31.2% | $4,194-24.9% |
| Admin fee / account holder | $2,220 | $6,191-64.1% | $7,858-71.7% | $7,856-71.7% |