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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 | $98,807 | $72,269+36.7% | $101,271-2.4% | $79,852+23.7% |
| Participation rate | 56.9% | 68.5%-11.5pp | 75.8%-18.9pp | 69.6%-12.7pp |
| Annual return | 21.62% | 22.29%-0.7pp | 46.48%-24.9pp | 31.72%-10.1pp |
| Employer contribution / active EE | $1,213 | $2,692-54.9% | $3,660-66.8% | $2,471-50.9% |
| Participant deferral / active EE | $2,482 | $3,282-24.4% | $4,371-43.2% | $3,740-33.7% |
| Admin fee / account holder | $2,180 | $4,401-50.5% | $5,948-63.3% | $5,306-58.9% |