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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 | $97,878 | $57,119+71.4% | $85,187+14.9% | $80,935+20.9% |
| Participation rate | 55.3% | 56.4%-1.1pp | 67.5%-12.2pp | 67.7%-12.3pp |
| Annual return | 18.66% | 21.70%-3.0pp | 66.67%-48.0pp | 35.66%-17.0pp |
| Employer contribution / active EE | $1,001 | $1,802-44.5% | $2,732-63.4% | $2,757-63.7% |
| Participant deferral / active EE | $3,592 | $3,115+15.3% | $4,525-20.6% | $4,299-16.5% |
| Admin fee / account holder | $1,963 | $4,990-60.7% | $6,162-68.1% | $6,924-71.7% |