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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 | $60,442+68.8% | $96,754+5.5% | $87,485+16.6% |
| Participation rate | 31.8% | 58.7%-26.9pp | 70.3%-38.5pp | 68.9%-37.1pp |
| Annual return | 17.07% | 21.97%-4.9pp | 82.04%-65.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,329 | $1,691-21.4% | $2,679-50.4% | $2,596-48.8% |
| Participant deferral / active EE | $1,792 | $3,280-45.4% | $4,758-62.3% | $4,274-58.1% |
| Admin fee / account holder | $3,357 | $5,069-33.8% | $8,905-62.3% | $7,775-56.8% |