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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 | $101,497 | $75,541+34.4% | $152,093-33.3% | $82,637+22.8% |
| Participation rate | 40.6% | 66.5%-25.9pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 14.55% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,443 | $2,622-45.0% | $4,175-65.4% | $2,552-43.5% |
| Participant deferral / active EE | $4,803 | $3,206+49.8% | $5,451-11.9% | $4,126+16.4% |
| Admin fee / account holder | $7,663 | $6,405+19.6% | $14,497-47.1% | $7,339+4.4% |