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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 | $91,760+10.8% | $156,181-34.9% | $67,986+49.6% |
| Participation rate | 32.0% | 65.0%-33.0pp | 78.8%-46.8pp | 57.2%-25.2pp |
| Annual return | 15.43% | 18.14%-2.7pp | 64.87%-49.4pp | 31.67%-16.2pp |
| Employer contribution / active EE | $1,090 | $2,419-54.9% | $4,294-74.6% | $2,019-46.0% |
| Participant deferral / active EE | $2,000 | $3,960-49.5% | $6,132-67.4% | $3,358-40.4% |
| Admin fee / account holder | $2,056 | $3,949-47.9% | $14,586-85.9% | $3,203-35.8% |