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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 | $98,966 | $69,273+42.9% | $90,796+9.0% | $82,637+19.8% |
| Participation rate | 37.0% | 64.0%-27.0pp | 69.5%-32.4pp | 68.1%-31.0pp |
| Annual return | 15.24% | 18.37%-3.1pp | 19.29%-4.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,094 | $1,865-41.3% | $2,294-52.3% | $2,552-57.1% |
| Participant deferral / active EE | $4,002 | $3,047+31.3% | $3,822+4.7% | $4,126-3.0% |
| Admin fee / account holder | $4,244 | $5,511-23.0% | $7,024-39.6% | $7,339-42.2% |