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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 | $102,488 | $72,273+41.8% | $101,275+1.2% | $79,856+28.3% |
| Participation rate | 34.7% | 68.5%-33.8pp | 75.8%-41.1pp | 69.6%-34.9pp |
| Annual return | 18.55% | 22.30%-3.7pp | 46.48%-27.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,227 | $2,691-54.4% | $3,660-66.5% | $2,471-50.4% |
| Participant deferral / active EE | $3,213 | $3,282-2.1% | $4,371-26.5% | $3,741-14.1% |
| Admin fee / account holder | $1,217 | $4,401-72.4% | $5,948-79.5% | $5,306-77.1% |