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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 | $74,535+25.3% | $100,712-7.3% | $82,637+13.0% |
| Participation rate | 44.4% | 61.2%-16.7pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 17.40% | 18.92%-1.5pp | 33.27%-15.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,183 | $1,503-21.3% | $2,313-48.8% | $2,552-53.6% |
| Participant deferral / active EE | $1,674 | $3,074-45.5% | $4,085-59.0% | $4,126-59.4% |
| Admin fee / account holder | $6,201 | $6,576-5.7% | $9,256-33.0% | $7,339-15.5% |