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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 | $109,513 | $72,269+51.5% | $101,271+8.1% | $79,852+37.1% |
| Participation rate | 57.8% | 68.5%-10.6pp | 75.8%-18.0pp | 69.6%-11.8pp |
| Annual return | 19.65% | 22.29%-2.6pp | 46.48%-26.8pp | 31.72%-12.1pp |
| Employer contribution / active EE | $1,457 | $2,692-45.9% | $3,660-60.2% | $2,471-41.0% |
| Participant deferral / active EE | $2,914 | $3,282-11.2% | $4,371-33.3% | $3,740-22.1% |
| Admin fee / account holder | $1,833 | $4,401-58.4% | $5,948-69.2% | $5,306-65.5% |