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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 | $108,877 | $56,894+91.4% | $84,753+28.5% | $62,881+73.1% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.6%-22.0pp | 69.3%-14.8pp |
| Annual return | 5.58% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,804 | $2,400-24.8% | $3,574-49.5% | $2,281-20.9% |
| Participant deferral / active EE | $2,752 | $2,709+1.6% | $3,712-25.9% | $3,203-14.1% |
| Admin fee / account holder | $8,483 | $3,581+136.9% | $5,333+59.1% | $4,296+97.5% |