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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 | $117,062 | $64,920+80.3% | $103,693+12.9% | $86,983+34.6% |
| Participation rate | 29.9% | 63.6%-33.7pp | 72.6%-42.7pp | 69.5%-39.6pp |
| Annual return | 11.85% | 30.29%-18.4pp | 47.61%-35.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,052 | $2,141-50.9% | $2,920-64.0% | $2,584-59.3% |
| Participant deferral / active EE | $1,885 | $3,241-41.8% | $4,579-58.8% | $4,194-55.0% |
| Admin fee / account holder | $3,460 | $6,191-44.1% | $7,858-56.0% | $7,856-56.0% |