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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 | $77,569+38.9% | $115,599-6.8% | $64,097+68.1% |
| Participation rate | 33.1% | 60.7%-27.6pp | 74.3%-41.2pp | 55.2%-22.1pp |
| Annual return | 16.56% | 18.52%-2.0pp | 111.10%-94.5pp | 34.64%-18.1pp |
| Employer contribution / active EE | $1,345 | $1,915-29.8% | $2,955-54.5% | $1,891-28.9% |
| Participant deferral / active EE | $2,511 | $3,327-24.5% | $4,889-48.6% | $3,080-18.5% |
| Admin fee / account holder | $4,366 | $4,470-2.3% | $12,841-66.0% | $3,454+26.4% |