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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 | $104,874 | $54,757+91.5% | $90,304+16.1% | $72,975+43.7% |
| Participation rate | 55.0% | 65.2%-10.2pp | 73.3%-18.3pp | 69.5%-14.5pp |
| Annual return | 20.47% | 30.63%-10.2pp | 78.13%-57.7pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,222 | $2,093-41.6% | $2,855-57.2% | $2,440-49.9% |
| Participant deferral / active EE | $1,856 | $2,887-35.7% | $3,885-52.2% | $3,608-48.6% |
| Admin fee / account holder | $3,085 | $3,973-22.3% | $5,354-42.4% | $5,124-39.8% |