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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 | $81,487+28.8% | $102,412+2.5% | $80,935+29.7% |
| Participation rate | 32.3% | 66.8%-34.6pp | 74.5%-42.2pp | 67.7%-35.4pp |
| Annual return | 13.07% | 25.60%-12.5pp | 24.94%-11.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,032 | $3,103-66.7% | $3,870-73.3% | $2,757-62.5% |
| Participant deferral / active EE | $2,398 | $3,871-38.1% | $5,060-52.6% | $4,299-44.2% |
| Admin fee / account holder | $1,628 | $6,717-75.8% | $8,388-80.6% | $6,924-76.5% |