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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 | $106,361 | $83,485+27.4% | $125,195-15.0% | $72,976+45.7% |
| Participation rate | 46.4% | 73.3%-26.9pp | 79.8%-33.4pp | 69.5%-23.1pp |
| Annual return | 23.59% | 25.77%-2.2pp | 43.79%-20.2pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,846 | $2,346-21.3% | $3,866-52.2% | $2,440-24.3% |
| Participant deferral / active EE | $3,959 | $3,586+10.4% | $4,937-19.8% | $3,608+9.7% |
| Admin fee / account holder | $2,095 | $5,518-62.0% | $9,704-78.4% | $5,124-59.1% |