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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 | $110,390 | $76,564+44.2% | $105,582+4.6% | $94,015+17.4% |
| Participation rate | 50.9% | 65.2%-14.3pp | 71.8%-20.9pp | 70.8%-19.9pp |
| Annual return | 14.25% | 20.69%-6.4pp | 18.61%-4.4pp | 17.84%-3.6pp |
| Employer contribution / active EE | $1,035 | $1,995-48.1% | $2,984-65.3% | $2,790-62.9% |
| Participant deferral / active EE | $2,206 | $3,320-33.6% | $4,353-49.3% | $4,249-48.1% |
| Admin fee / account holder | $8,926 | $7,129+25.2% | $12,856-30.6% | $8,951-0.3% |