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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 | $104,991 | $81,457+28.9% | $103,378+1.6% | $80,911+29.8% |
| Participation rate | 32.3% | 66.8%-34.6pp | 74.5%-42.3pp | 67.6%-35.4pp |
| Annual return | 13.07% | 25.58%-12.5pp | 24.91%-11.8pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,032 | $3,107-66.8% | $3,870-73.3% | $2,756-62.5% |
| Participant deferral / active EE | $2,398 | $3,871-38.1% | $5,058-52.6% | $4,297-44.2% |
| Admin fee / account holder | $1,628 | $6,717-75.8% | $8,401-80.6% | $6,935-76.5% |