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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 | $73,787+26.6% | $98,716-5.4% | $82,448+13.3% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 17.40% | 18.57%-1.2pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,183 | $1,511-21.7% | $2,279-48.1% | $2,551-53.6% |
| Participant deferral / active EE | $1,674 | $3,081-45.7% | $4,048-58.6% | $4,139-59.6% |
| Admin fee / account holder | $6,201 | $6,500-4.6% | $8,703-28.7% | $7,234-14.3% |