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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 | $114,261 | $101,778+12.3% | $164,975-30.7% | $80,925+41.2% |
| Participation rate | 36.7% | 71.8%-35.2pp | 78.6%-41.9pp | 67.7%-31.0pp |
| Annual return | 11.71% | 16.73%-5.0pp | 70.12%-58.4pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,584 | $2,954-46.4% | $4,343-63.5% | $2,756-42.5% |
| Participant deferral / active EE | $2,175 | $4,477-51.4% | $6,033-63.9% | $4,299-49.4% |
| Admin fee / account holder | $1,110 | $8,221-86.5% | $12,688-91.2% | $6,940-84.0% |