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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 | $93,732 | $57,590+62.8% | $86,233+8.7% | $82,448+13.7% |
| Participation rate | 32.4% | 57.9%-25.5pp | 69.0%-36.7pp | 68.1%-35.7pp |
| Annual return | 19.32% | 22.41%-3.1pp | 61.39%-42.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,478 | $1,655-10.7% | $2,504-41.0% | $2,551-42.0% |
| Participant deferral / active EE | $4,239 | $3,080+37.6% | $4,559-7.0% | $4,139+2.4% |
| Admin fee / account holder | $5,523 | $4,730+16.8% | $8,342-33.8% | $7,234-23.7% |