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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 | $104,538 | $91,424+14.3% | $135,942-23.1% | $71,495+46.2% |
| Participation rate | 43.6% | 75.7%-32.1pp | 81.9%-38.3pp | 67.9%-24.3pp |
| Annual return | 23.40% | 29.90%-6.5pp | 68.28%-44.9pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,677 | $3,704-54.7% | $4,858-65.5% | $2,589-35.2% |
| Participant deferral / active EE | $3,757 | $7,092-47.0% | $7,759-51.6% | $4,291-12.4% |
| Admin fee / account holder | $2,526 | $1,266+99.5% | $10,764-76.5% | $1,588+59.1% |