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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 | $103,284 | $69,444+48.7% | $92,985+11.1% | $87,485+18.1% |
| Participation rate | 47.5% | 63.3%-15.7pp | 69.5%-21.9pp | 68.9%-21.4pp |
| Annual return | 15.65% | 23.85%-8.2pp | 27.99%-12.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,496 | $1,917-21.9% | $2,662-43.8% | $2,596-42.4% |
| Participant deferral / active EE | $3,735 | $3,364+11.0% | $4,377-14.7% | $4,274-12.6% |
| Admin fee / account holder | $1,273 | $6,137-79.3% | $9,463-86.5% | $7,775-83.6% |