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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 | $101,145 | $76,552+32.1% | $123,893-18.4% | $62,891+60.8% |
| Participation rate | 34.8% | 73.0%-38.2pp | 81.4%-46.6pp | 69.3%-34.5pp |
| Annual return | 8.27% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,151 | $2,883-60.1% | $4,617-75.1% | $2,281-49.5% |
| Participant deferral / active EE | $2,718 | $4,840-43.8% | $5,984-54.6% | $3,203-15.1% |
| Admin fee / account holder | $5,324 | $4,826+10.3% | $8,357-36.3% | $4,296+23.9% |