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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 | $108,543 | $86,940+24.8% | $102,434+6.0% | $80,935+34.1% |
| Participation rate | 52.7% | 72.4%-19.7pp | 76.5%-23.8pp | 67.7%-14.9pp |
| Annual return | 10.68% | 18.89%-8.2pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,664 | $2,370-29.8% | $3,023-45.0% | $2,757-39.6% |
| Participant deferral / active EE | $3,240 | $4,121-21.4% | $5,055-35.9% | $4,299-24.6% |
| Admin fee / account holder | $735 | $8,047-90.9% | $9,462-92.2% | $6,924-89.4% |