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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 | $110,850 | $57,073+94.2% | $85,126+30.2% | $80,925+37.0% |
| Participation rate | 45.7% | 56.4%-10.7pp | 67.5%-21.8pp | 67.7%-21.9pp |
| Annual return | 13.86% | 21.69%-7.8pp | 66.63%-52.8pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,889 | $1,801+4.9% | $2,731-30.9% | $2,756-31.5% |
| Participant deferral / active EE | $2,905 | $3,113-6.7% | $4,523-35.8% | $4,299-32.4% |
| Admin fee / account holder | $2,918 | $4,988-41.5% | $6,160-52.6% | $6,940-58.0% |