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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 | $110,601 | $69,273+59.7% | $90,796+21.8% | $82,637+33.8% |
| Participation rate | 39.4% | 64.0%-24.6pp | 69.5%-30.1pp | 68.1%-28.7pp |
| Annual return | 16.99% | 18.37%-1.4pp | 19.29%-2.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,569 | $1,865-15.9% | $2,294-31.6% | $2,552-38.5% |
| Participant deferral / active EE | $2,985 | $3,047-2.1% | $3,822-21.9% | $4,126-27.7% |
| Admin fee / account holder | $3,102 | $5,511-43.7% | $7,024-55.8% | $7,339-57.7% |