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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 | $111,038 | $58,851+88.7% | $115,167-3.6% | $72,976+52.2% |
| Participation rate | 39.2% | 65.5%-26.4pp | 75.9%-36.7pp | 69.5%-30.3pp |
| Annual return | 16.78% | 23.16%-6.4pp | 35.60%-18.8pp | 81.02%-64.2pp |
| Employer contribution / active EE | $1,044 | $1,798-41.9% | $3,179-67.2% | $2,440-57.2% |
| Participant deferral / active EE | $2,136 | $2,643-19.2% | $4,169-48.8% | $3,608-40.8% |
| Admin fee / account holder | $1,599 | $6,370-74.9% | $7,089-77.4% | $5,124-68.8% |