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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 | $95,491 | $81,504+17.2% | $102,437-6.8% | $80,959+18.0% |
| Participation rate | 53.6% | 66.9%-13.3pp | 74.5%-20.9pp | 67.7%-14.1pp |
| Annual return | 11.24% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,734 | $3,104-44.1% | $3,871-55.2% | $2,757-37.1% |
| Participant deferral / active EE | $3,078 | $3,871-20.5% | $5,060-39.2% | $4,300-28.4% |
| Admin fee / account holder | $3,848 | $6,719-42.7% | $8,388-54.1% | $6,925-44.4% |