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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 | $107,841 | $72,269+49.2% | $101,271+6.5% | $79,852+35.1% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 13.86% | 22.29%-8.4pp | 46.48%-32.6pp | 31.72%-17.9pp |
| Employer contribution / active EE | $1,280 | $2,692-52.4% | $3,660-65.0% | $2,471-48.2% |
| Participant deferral / active EE | $3,951 | $3,282+20.4% | $4,371-9.6% | $3,740+5.6% |
| Admin fee / account holder | $1,966 | $4,401-55.3% | $5,948-66.9% | $5,306-62.9% |