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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 | $57,119+94.1% | $85,187+30.1% | $80,935+37.0% |
| Participation rate | 45.7% | 56.4%-10.7pp | 67.5%-21.8pp | 67.7%-21.9pp |
| Annual return | 13.86% | 21.70%-7.8pp | 66.67%-52.8pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,889 | $1,802+4.8% | $2,732-30.9% | $2,757-31.5% |
| Participant deferral / active EE | $2,905 | $3,115-6.7% | $4,525-35.8% | $4,299-32.4% |
| Admin fee / account holder | $2,918 | $4,990-41.5% | $6,162-52.6% | $6,924-57.9% |