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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 | $107,741 | $80,705+33.5% | $115,768-6.9% | $67,986+58.5% |
| Participation rate | 33.1% | 63.0%-29.9pp | 74.4%-41.3pp | 57.2%-24.1pp |
| Annual return | 16.56% | 18.49%-1.9pp | 100.46%-83.9pp | 31.67%-15.1pp |
| Employer contribution / active EE | $1,345 | $2,046-34.3% | $2,940-54.3% | $2,019-33.4% |
| Participant deferral / active EE | $2,511 | $3,559-29.4% | $4,917-48.9% | $3,358-25.2% |
| Admin fee / account holder | $4,366 | $4,135+5.6% | $12,439-64.9% | $3,203+36.3% |