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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 | $88,178 | $63,904+38.0% | $89,340-1.3% | $67,986+29.7% |
| Participation rate | 35.2% | 54.3%-19.2pp | 69.6%-34.4pp | 57.2%-22.0pp |
| Annual return | 31.67% | 18.09%+13.6pp | 20.57%+11.1pp | 31.67%0pp |
| Employer contribution / active EE | $1,060 | $1,627-34.8% | $2,231-52.5% | $2,019-47.5% |
| Participant deferral / active EE | $2,217 | $2,691-17.6% | $3,823-42.0% | $3,358-34.0% |
| Admin fee / account holder | $1,789 | $3,315-46.0% | $6,704-73.3% | $3,203-44.1% |