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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 | $97,380 | $72,273+34.7% | $101,275-3.8% | $79,856+21.9% |
| Participation rate | 37.7% | 68.5%-30.8pp | 75.8%-38.1pp | 69.6%-32.0pp |
| Annual return | 25.30% | 22.30%+3.0pp | 46.48%-21.2pp | 31.71%-6.4pp |
| Employer contribution / active EE | $1,320 | $2,691-50.9% | $3,660-63.9% | $2,471-46.6% |
| Participant deferral / active EE | $3,593 | $3,282+9.5% | $4,371-17.8% | $3,741-4.0% |
| Admin fee / account holder | $8,333 | $4,401+89.3% | $5,948+40.1% | $5,306+57.0% |