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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 | $86,949+24.6% | $102,460+5.8% | $80,959+33.9% |
| Participation rate | 43.3% | 72.4%-29.1pp | 76.5%-33.2pp | 67.7%-24.3pp |
| Annual return | 16.81% | 18.89%-2.1pp | 29.47%-12.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,258 | $2,370-46.9% | $3,025-58.4% | $2,757-54.4% |
| Participant deferral / active EE | $10,180 | $4,121+147.0% | $5,056+101.3% | $4,300+136.7% |
| Admin fee / account holder | $30,795 | $8,048+282.7% | $9,460+225.5% | $6,925+344.7% |