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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 | $93,408 | $76,834+21.6% | $108,359-13.8% | $87,485+6.8% |
| Participation rate | 44.4% | 61.7%-17.3pp | 70.1%-25.7pp | 68.9%-24.5pp |
| Annual return | 17.40% | 19.09%-1.7pp | 36.89%-19.5pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,183 | $1,556-24.0% | $2,399-50.7% | $2,596-54.4% |
| Participant deferral / active EE | $1,674 | $3,100-46.0% | $4,137-59.5% | $4,274-60.8% |
| Admin fee / account holder | $6,201 | $6,537-5.1% | $9,741-36.3% | $7,775-20.2% |