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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 | $102,653 | $81,476+26.0% | $102,383+0.3% | $80,925+26.8% |
| Participation rate | 51.5% | 66.8%-15.3pp | 74.5%-23.0pp | 67.7%-16.1pp |
| Annual return | 18.07% | 25.59%-7.5pp | 24.94%-6.9pp | 35.65%-17.6pp |
| Employer contribution / active EE | $1,629 | $3,105-47.5% | $3,870-57.9% | $2,756-40.9% |
| Participant deferral / active EE | $3,887 | $3,871+0.4% | $5,060-23.2% | $4,299-9.6% |
| Admin fee / account holder | $4,512 | $6,717-32.8% | $8,391-46.2% | $6,940-35.0% |