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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 | $100,917 | $88,370+14.2% | $112,977-10.7% | $79,858+26.4% |
| Participation rate | 43.6% | 76.8%-33.2pp | 82.6%-39.0pp | 69.6%-26.0pp |
| Annual return | 15.46% | 23.16%-7.7pp | 24.24%-8.8pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,402 | $3,398-58.7% | $4,255-67.0% | $2,471-43.2% |
| Participant deferral / active EE | $3,146 | $4,536-30.6% | $5,836-46.1% | $3,740-15.9% |
| Admin fee / account holder | $1,046 | $5,750-81.8% | $6,294-83.4% | $5,306-80.3% |