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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 | $96,453 | $81,457+18.4% | $103,378-6.7% | $80,911+19.2% |
| Participation rate | 44.8% | 66.8%-22.0pp | 74.5%-29.7pp | 67.6%-22.8pp |
| Annual return | 12.24% | 25.58%-13.3pp | 24.91%-12.7pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,242 | $3,107-60.0% | $3,870-67.9% | $2,756-54.9% |
| Participant deferral / active EE | $2,692 | $3,871-30.4% | $5,058-46.8% | $4,297-37.3% |
| Admin fee / account holder | $1,772 | $6,717-73.6% | $8,401-78.9% | $6,935-74.5% |