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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 | $109,478 | $69,590+57.3% | $136,867-20.0% | $94,015+16.4% |
| Participation rate | 46.9% | 66.3%-19.4pp | 74.5%-27.7pp | 70.8%-23.9pp |
| Annual return | 15.12% | 19.62%-4.5pp | 42.97%-27.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,684 | $2,396-29.7% | $3,547-52.5% | $2,790-39.6% |
| Participant deferral / active EE | $4,112 | $3,437+19.7% | $4,924-16.5% | $4,249-3.2% |
| Admin fee / account holder | $5,035 | $8,912-43.5% | $10,340-51.3% | $8,951-43.8% |