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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 | $91,801 | $59,804+53.5% | $81,982+12.0% | $79,856+15.0% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.3%-19.3pp | 69.6%-19.6pp |
| Annual return | 21.62% | 17.56%+4.1pp | 41.31%-19.7pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,332 | $1,713-22.3% | $2,498-46.7% | $2,471-46.1% |
| Participant deferral / active EE | $3,121 | $2,695+15.8% | $3,722-16.1% | $3,741-16.6% |
| Admin fee / account holder | $1,797 | $4,288-58.1% | $5,665-68.3% | $5,306-66.1% |