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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 | $102,521 | $72,272+41.9% | $101,264+1.2% | $79,858+28.4% |
| Participation rate | 38.5% | 68.5%-30.0pp | 75.8%-37.3pp | 69.6%-31.2pp |
| Annual return | 20.64% | 22.30%-1.7pp | 46.48%-25.8pp | 31.72%-11.1pp |
| Employer contribution / active EE | $1,552 | $2,692-42.4% | $3,660-57.6% | $2,471-37.2% |
| Participant deferral / active EE | $2,696 | $3,282-17.9% | $4,370-38.3% | $3,740-27.9% |
| Admin fee / account holder | $2,876 | $4,401-34.7% | $5,947-51.6% | $5,306-45.8% |