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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 | $67,894+45.8% | $89,340+10.8% | $82,448+20.0% |
| Participation rate | 37.0% | 64.0%-27.0pp | 69.6%-32.5pp | 68.1%-31.0pp |
| Annual return | 15.24% | 19.21%-4.0pp | 20.57%-5.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,094 | $1,828-40.1% | $2,231-51.0% | $2,551-57.1% |
| Participant deferral / active EE | $4,002 | $3,072+30.3% | $3,823+4.7% | $4,139-3.3% |
| Admin fee / account holder | $4,244 | $5,723-25.8% | $6,704-36.7% | $7,234-41.3% |