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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 | $100,835 | $81,262+24.1% | $155,602-35.2% | $80,911+24.6% |
| Participation rate | 55.2% | 66.2%-11.1pp | 78.2%-23.0pp | 67.6%-12.5pp |
| Annual return | 12.05% | 33.34%-21.3pp | 64.81%-52.8pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,338 | $3,102-56.9% | $4,675-71.4% | $2,756-51.5% |
| Participant deferral / active EE | $4,434 | $3,451+28.5% | $5,629-21.2% | $4,297+3.2% |
| Admin fee / account holder | $1,629 | $7,992-79.6% | $15,923-89.8% | $6,935-76.5% |