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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 | $101,236 | $75,541+34.0% | $152,093-33.4% | $82,637+22.5% |
| Participation rate | 61.4% | 66.5%-5.2pp | 77.8%-16.4pp | 68.1%-6.7pp |
| Annual return | 16.32% | 32.56%-16.2pp | 66.36%-50.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,903 | $2,622-27.4% | $4,175-54.4% | $2,552-25.4% |
| Participant deferral / active EE | $1,903 | $3,206-40.6% | $5,451-65.1% | $4,126-53.9% |
| Admin fee / account holder | $2,431 | $6,405-62.1% | $14,497-83.2% | $7,339-66.9% |