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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 | $101,339 | $65,041+55.8% | $90,965+11.4% | $79,858+26.9% |
| Participation rate | 39.7% | 61.6%-21.9pp | 69.0%-29.3pp | 69.6%-29.9pp |
| Annual return | 11.02% | 30.45%-19.4pp | 134.57%-123.5pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,082 | $1,247-13.2% | $2,122-49.0% | $2,471-56.2% |
| Participant deferral / active EE | $3,042 | $2,512+21.1% | $3,373-9.8% | $3,740-18.7% |
| Admin fee / account holder | $4,130 | $4,536-9.0% | $5,960-30.7% | $5,306-22.2% |