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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 | $112,659 | $57,590+95.6% | $86,233+30.6% | $82,448+36.6% |
| Participation rate | 43.9% | 57.9%-14.0pp | 69.0%-25.1pp | 68.1%-24.2pp |
| Annual return | 14.55% | 22.41%-7.9pp | 61.39%-46.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,271 | $1,655-23.2% | $2,504-49.3% | $2,551-50.2% |
| Participant deferral / active EE | $2,871 | $3,080-6.8% | $4,559-37.0% | $4,139-30.6% |
| Admin fee / account holder | $2,500 | $4,730-47.1% | $8,342-70.0% | $7,234-65.4% |