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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 | $100,855 | $58,493+72.4% | $84,021+20.0% | $72,975+38.2% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 20.56% | 28.93%-8.4pp | 71.32%-50.8pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,144 | $1,163-1.6% | $1,984-42.3% | $2,440-53.1% |
| Participant deferral / active EE | $4,836 | $2,394+102.0% | $3,239+49.3% | $3,608+34.1% |
| Admin fee / account holder | $2,025 | $4,569-55.7% | $6,102-66.8% | $5,124-60.5% |