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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 | $109,386 | $76,371+43.2% | $93,621+16.8% | $72,976+49.9% |
| Participation rate | 56.3% | 71.8%-15.5pp | 75.8%-19.6pp | 69.5%-13.2pp |
| Annual return | 24.38% | 25.82%-1.4pp | 32.76%-8.4pp | 81.02%-56.6pp |
| Employer contribution / active EE | $1,086 | $2,276-52.3% | $2,719-60.0% | $2,440-55.5% |
| Participant deferral / active EE | $1,836 | $3,538-48.1% | $4,070-54.9% | $3,608-49.1% |
| Admin fee / account holder | $1,964 | $6,839-71.3% | $7,890-75.1% | $5,124-61.7% |