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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 | $104,543 | $77,896+34.2% | $134,172-22.1% | $82,448+26.8% |
| Participation rate | 54.1% | 62.8%-8.7pp | 72.5%-18.4pp | 68.1%-14.0pp |
| Annual return | 12.79% | 18.21%-5.4pp | 25.30%-12.5pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,475 | $2,159-31.7% | $3,420-56.9% | $2,551-42.2% |
| Participant deferral / active EE | $3,811 | $3,162+20.5% | $4,690-18.7% | $4,139-7.9% |
| Admin fee / account holder | $7,518 | $6,336+18.7% | $12,016-37.4% | $7,234+3.9% |