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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 | $77,896+37.0% | $134,172-20.5% | $82,448+29.4% |
| Participation rate | 38.1% | 62.8%-24.7pp | 72.5%-34.4pp | 68.1%-30.0pp |
| Annual return | 13.42% | 18.21%-4.8pp | 25.30%-11.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,073 | $2,159-50.3% | $3,420-68.6% | $2,551-57.9% |
| Participant deferral / active EE | $1,474 | $3,162-53.4% | $4,690-68.6% | $4,139-64.4% |
| Admin fee / account holder | $2,015 | $6,336-68.2% | $12,016-83.2% | $7,234-72.2% |