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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 | $106,707 | $58,493+82.4% | $84,021+27.0% | $72,975+46.2% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 20.69% | 28.93%-8.2pp | 71.32%-50.6pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,303 | $1,163+12.1% | $1,984-34.3% | $2,440-46.6% |
| Participant deferral / active EE | $2,935 | $2,394+22.6% | $3,239-9.4% | $3,608-18.6% |
| Admin fee / account holder | $910 | $4,569-80.1% | $6,102-85.1% | $5,124-82.2% |