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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 | $106,162 | $86,938+22.1% | $102,423+3.6% | $80,925+31.2% |
| Participation rate | 48.8% | 72.4%-23.5pp | 76.5%-27.7pp | 67.7%-18.8pp |
| Annual return | 14.49% | 18.89%-4.4pp | 29.42%-14.9pp | 35.65%-21.2pp |
| Employer contribution / active EE | $1,332 | $2,369-43.8% | $3,023-55.9% | $2,756-51.7% |
| Participant deferral / active EE | $3,463 | $4,120-16.0% | $5,054-31.5% | $4,299-19.4% |
| Admin fee / account holder | $1,601 | $8,053-80.1% | $9,455-83.1% | $6,940-76.9% |