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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 | $69,444+59.0% | $92,985+18.7% | $87,485+26.2% |
| Participation rate | 50.9% | 63.3%-12.4pp | 69.5%-18.6pp | 68.9%-18.1pp |
| Annual return | 14.25% | 23.85%-9.6pp | 27.99%-13.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,035 | $1,917-46.0% | $2,662-61.1% | $2,596-60.1% |
| Participant deferral / active EE | $2,206 | $3,364-34.4% | $4,377-49.6% | $4,274-48.4% |
| Admin fee / account holder | $8,926 | $6,137+45.4% | $9,463-5.7% | $7,775+14.8% |