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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 | $58,627+76.2% | $76,735+34.6% | $82,448+25.3% |
| Participation rate | 47.5% | 63.2%-15.7pp | 69.5%-22.0pp | 68.1%-20.5pp |
| Annual return | 15.65% | 39.10%-23.5pp | 29.77%-14.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,496 | $1,729-13.5% | $2,454-39.0% | $2,551-41.3% |
| Participant deferral / active EE | $3,735 | $3,134+19.2% | $4,088-8.6% | $4,139-9.8% |
| Admin fee / account holder | $1,273 | $5,323-76.1% | $7,189-82.3% | $7,234-82.4% |