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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 | $86,949+22.1% | $102,460+3.6% | $80,959+31.1% |
| Participation rate | 48.8% | 72.4%-23.5pp | 76.5%-27.7pp | 67.7%-18.8pp |
| Annual return | 14.49% | 18.89%-4.4pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,332 | $2,370-43.8% | $3,025-56.0% | $2,757-51.7% |
| Participant deferral / active EE | $3,463 | $4,121-16.0% | $5,056-31.5% | $4,300-19.5% |
| Admin fee / account holder | $1,601 | $8,048-80.1% | $9,460-83.1% | $6,925-76.9% |