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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 | $109,339 | $81,476+34.2% | $102,383+6.8% | $80,925+35.1% |
| Participation rate | 38.9% | 66.8%-28.0pp | 74.5%-35.6pp | 67.7%-28.8pp |
| Annual return | 14.99% | 25.59%-10.6pp | 24.94%-9.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,251 | $3,105-59.7% | $3,870-67.7% | $2,756-54.6% |
| Participant deferral / active EE | $2,252 | $3,871-41.8% | $5,060-55.5% | $4,299-47.6% |
| Admin fee / account holder | $3,627 | $6,717-46.0% | $8,391-56.8% | $6,940-47.7% |