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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 | $105,454 | $58,848+79.2% | $88,179+19.6% | $82,637+27.6% |
| Participation rate | 41.4% | 57.9%-16.5pp | 69.1%-27.8pp | 68.1%-26.7pp |
| Annual return | 18.37% | 22.76%-4.4pp | 64.97%-46.6pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,444 | $1,678-14.0% | $2,549-43.4% | $2,552-43.4% |
| Participant deferral / active EE | $3,097 | $3,124-0.9% | $4,614-32.9% | $4,126-24.9% |
| Admin fee / account holder | $4,462 | $4,795-6.9% | $7,673-41.8% | $7,339-39.2% |