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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 | $100,769 | $72,272+39.4% | $101,264-0.5% | $79,858+26.2% |
| Participation rate | 36.0% | 68.5%-32.5pp | 75.8%-39.8pp | 69.6%-33.6pp |
| Annual return | 15.87% | 22.30%-6.4pp | 46.48%-30.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,131 | $2,692-58.0% | $3,660-69.1% | $2,471-54.2% |
| Participant deferral / active EE | $4,520 | $3,282+37.7% | $4,370+3.4% | $3,740+20.8% |
| Admin fee / account holder | $374 | $4,401-91.5% | $5,947-93.7% | $5,306-92.9% |