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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 | $113,353 | $72,273+56.8% | $101,275+11.9% | $79,856+41.9% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-33.0pp | 69.6%-26.8pp |
| Annual return | 17.89% | 22.30%-4.4pp | 46.48%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,052 | $2,691-23.7% | $3,660-43.9% | $2,471-16.9% |
| Participant deferral / active EE | $5,248 | $3,282+59.9% | $4,371+20.1% | $3,741+40.3% |
| Admin fee / account holder | $1,015 | $4,401-76.9% | $5,948-82.9% | $5,306-80.9% |