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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 | $101,703 | $95,904+6.0% | $173,730-41.5% | $64,340+58.1% |
| Participation rate | 32.0% | 60.6%-28.6pp | 79.6%-47.6pp | 55.2%-23.2pp |
| Annual return | 15.43% | 17.47%-2.0pp | 19.96%-4.5pp | 24.14%-8.7pp |
| Employer contribution / active EE | $1,090 | $2,323-53.1% | $4,577-76.2% | $1,862-41.4% |
| Participant deferral / active EE | $2,000 | $3,488-42.6% | $6,326-68.4% | $2,980-32.9% |
| Admin fee / account holder | $2,056 | $5,089-59.6% | $17,523-88.3% | $3,703-44.5% |