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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 | $92,603 | $86,940+6.5% | $102,434-9.6% | $80,935+14.4% |
| Participation rate | 36.0% | 72.4%-36.4pp | 76.5%-40.5pp | 67.7%-31.7pp |
| Annual return | 19.71% | 18.89%+0.8pp | 29.46%-9.7pp | 35.66%-15.9pp |
| Employer contribution / active EE | $1,847 | $2,370-22.0% | $3,023-38.9% | $2,757-33.0% |
| Participant deferral / active EE | $3,602 | $4,121-12.6% | $5,055-28.7% | $4,299-16.2% |
| Admin fee / account holder | $23,523 | $8,047+192.3% | $9,462+148.6% | $6,924+239.7% |