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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 | $102,569 | $69,590+47.4% | $136,867-25.1% | $94,015+9.1% |
| Participation rate | 38.0% | 66.3%-28.3pp | 74.5%-36.5pp | 70.8%-32.8pp |
| Annual return | 18.70% | 19.62%-0.9pp | 42.97%-24.3pp | 17.84%+0.9pp |
| Employer contribution / active EE | $1,292 | $2,396-46.1% | $3,547-63.6% | $2,790-53.7% |
| Participant deferral / active EE | $2,784 | $3,437-19.0% | $4,924-43.5% | $4,249-34.5% |
| Admin fee / account holder | $2,993 | $8,912-66.4% | $10,340-71.1% | $8,951-66.6% |