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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 | $100,340 | $65,364+53.5% | $92,909+8.0% | $72,975+37.5% |
| Participation rate | 34.8% | 68.3%-33.5pp | 76.0%-41.2pp | 69.5%-34.6pp |
| Annual return | 24.11% | 42.11%-18.0pp | 109.44%-85.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $1,558 | $2,594-40.0% | $3,653-57.4% | $2,440-36.2% |
| Participant deferral / active EE | $2,668 | $3,128-14.7% | $4,238-37.0% | $3,608-26.0% |
| Admin fee / account holder | $4,103 | $4,251-3.5% | $5,795-29.2% | $5,124-19.9% |