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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 | $102,027 | $57,590+77.2% | $86,233+18.3% | $82,448+23.7% |
| Participation rate | 31.8% | 57.9%-26.0pp | 69.0%-37.2pp | 68.1%-36.2pp |
| Annual return | 17.07% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,329 | $1,655-19.7% | $2,504-46.9% | $2,551-47.9% |
| Participant deferral / active EE | $1,792 | $3,080-41.8% | $4,559-60.7% | $4,139-56.7% |
| Admin fee / account holder | $3,357 | $4,730-29.0% | $8,342-59.8% | $7,234-53.6% |