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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 | $102,524 | $72,273+41.9% | $101,275+1.2% | $79,856+28.4% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 15.70% | 22.30%-6.6pp | 46.48%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,006 | $2,691-62.6% | $3,660-72.5% | $2,471-59.3% |
| Participant deferral / active EE | $2,962 | $3,282-9.7% | $4,371-32.2% | $3,741-20.8% |
| Admin fee / account holder | $908 | $4,401-79.4% | $5,948-84.7% | $5,306-82.9% |