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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 | $110,473 | $95,404+15.8% | $113,397-2.6% | $82,637+33.7% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.5%-18.4pp | 68.1%-9.9pp |
| Annual return | 17.61% | 19.08%-1.5pp | 23.20%-5.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,484 | $2,307-35.6% | $2,977-50.1% | $2,552-41.8% |
| Participant deferral / active EE | $2,613 | $4,220-38.1% | $5,076-48.5% | $4,126-36.7% |
| Admin fee / account holder | $1,515 | $9,168-83.5% | $11,957-87.3% | $7,339-79.4% |