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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 | $108,734 | $53,774+102.2% | $134,162-19.0% | $79,852+36.2% |
| Participation rate | 28.4% | 58.8%-30.4pp | 72.2%-43.8pp | 69.6%-41.3pp |
| Annual return | 14.79% | 19.01%-4.2pp | 36.35%-21.6pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,075 | $1,322-18.7% | $3,705-71.0% | $2,471-56.5% |
| Participant deferral / active EE | $2,882 | $2,420+19.1% | $3,500-17.6% | $3,740-22.9% |
| Admin fee / account holder | $2,435 | $3,985-38.9% | $6,685-63.6% | $5,306-54.1% |