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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 | $103,178 | $56,054+84.1% | $171,082-39.7% | $62,881+64.1% |
| Participation rate | 50.0% | 62.9%-12.9pp | 76.7%-26.7pp | 69.3%-19.3pp |
| Annual return | 9.43% | 22.52%-13.1pp | 32.56%-23.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,427 | $1,731-17.6% | $4,002-64.3% | $2,281-37.4% |
| Participant deferral / active EE | $5,953 | $3,158+88.5% | $4,797+24.1% | $3,203+85.9% |
| Admin fee / account holder | $2,220 | $3,647-39.1% | $8,520-73.9% | $4,296-48.3% |