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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 | $106,694 | $81,403+31.1% | $147,027-27.4% | $87,485+22.0% |
| Participation rate | 38.1% | 63.4%-25.3pp | 73.7%-35.6pp | 68.9%-30.8pp |
| Annual return | 13.42% | 16.51%-3.1pp | 20.23%-6.8pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,073 | $2,205-51.3% | $3,626-70.4% | $2,596-58.7% |
| Participant deferral / active EE | $1,474 | $3,315-55.6% | $4,933-70.1% | $4,274-65.5% |
| Admin fee / account holder | $2,015 | $6,755-70.2% | $12,223-83.5% | $7,775-74.1% |