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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 | $58,057+61.4% | $97,032-3.4% | $86,983+7.8% |
| Participation rate | 32.4% | 60.4%-28.0pp | 71.6%-39.2pp | 69.5%-37.2pp |
| Annual return | 19.32% | 22.26%-2.9pp | 35.38%-16.1pp | 25.83%-6.5pp |
| Employer contribution / active EE | $1,478 | $1,663-11.1% | $2,629-43.8% | $2,584-42.8% |
| Participant deferral / active EE | $4,239 | $3,244+30.7% | $4,672-9.3% | $4,194+1.1% |
| Admin fee / account holder | $5,523 | $4,839+14.1% | $9,418-41.4% | $7,856-29.7% |