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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 | $108,373 | $86,919+24.7% | $102,457+5.8% | $80,911+33.9% |
| Participation rate | 43.3% | 72.4%-29.0pp | 76.5%-33.2pp | 67.6%-24.3pp |
| Annual return | 16.81% | 18.90%-2.1pp | 29.41%-12.6pp | 35.63%-18.8pp |
| Employer contribution / active EE | $1,258 | $2,368-46.9% | $3,022-58.4% | $2,756-54.3% |
| Participant deferral / active EE | $10,180 | $4,119+147.1% | $5,054+101.4% | $4,297+136.9% |
| Admin fee / account holder | $30,795 | $8,049+282.6% | $9,451+225.8% | $6,935+344.1% |