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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 | $110,143 | $54,541+101.9% | $78,778+39.8% | $70,126+57.1% |
| Participation rate | 51.6% | 60.8%-9.2pp | 69.2%-17.6pp | 69.5%-17.9pp |
| Annual return | 16.73% | 21.07%-4.3pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,583 | $1,089+45.5% | $1,986-20.3% | $2,343-32.4% |
| Participant deferral / active EE | $2,272 | $2,210+2.8% | $2,958-23.2% | $3,332-31.8% |
| Admin fee / account holder | $2,312 | $3,709-37.7% | $5,134-55.0% | $4,645-50.2% |