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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 | $119,263 | $69,444+71.7% | $92,985+28.3% | $87,485+36.3% |
| Participation rate | 50.7% | 63.3%-12.6pp | 69.5%-18.8pp | 68.9%-18.2pp |
| Annual return | 14.87% | 23.85%-9.0pp | 27.99%-13.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,530 | $1,917-20.2% | $2,662-42.5% | $2,596-41.1% |
| Participant deferral / active EE | $4,003 | $3,364+19.0% | $4,377-8.5% | $4,274-6.3% |
| Admin fee / account holder | $3,465 | $6,137-43.5% | $9,463-63.4% | $7,775-55.4% |