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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 | $98,645 | $72,269+36.5% | $101,271-2.6% | $79,852+23.5% |
| Participation rate | 47.6% | 68.5%-20.8pp | 75.8%-28.2pp | 69.6%-22.0pp |
| Annual return | 17.74% | 22.29%-4.6pp | 46.48%-28.7pp | 31.72%-14.0pp |
| Employer contribution / active EE | $1,464 | $2,692-45.6% | $3,660-60.0% | $2,471-40.8% |
| Participant deferral / active EE | $2,682 | $3,282-18.3% | $4,371-38.6% | $3,740-28.3% |
| Admin fee / account holder | $1,246 | $4,401-71.7% | $5,948-79.1% | $5,306-76.5% |