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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 | $90,794 | $73,988+22.7% | $96,538-5.9% | $75,177+20.8% |
| Participation rate | 48.1% | 66.4%-18.3pp | 74.3%-26.2pp | 67.2%-19.1pp |
| Annual return | 18.25% | 26.73%-8.5pp | 35.74%-17.5pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,506 | $2,930-48.6% | $3,740-59.7% | $2,671-43.6% |
| Participant deferral / active EE | $3,543 | $3,660-3.2% | $4,880-27.4% | $4,126-14.1% |
| Admin fee / account holder | $1,727 | $5,220-66.9% | $6,737-74.4% | $5,651-69.4% |