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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 | $100,154 | $69,273+44.6% | $90,796+10.3% | $82,637+21.2% |
| Participation rate | 48.5% | 64.0%-15.5pp | 69.5%-21.0pp | 68.1%-19.5pp |
| Annual return | 33.58% | 18.37%+15.2pp | 19.29%+14.3pp | 53.51%-19.9pp |
| Employer contribution / active EE | $804 | $1,865-56.9% | $2,294-64.9% | $2,552-68.5% |
| Participant deferral / active EE | $2,557 | $3,047-16.1% | $3,822-33.1% | $4,126-38.0% |
| Admin fee / account holder | $1,785 | $5,511-67.6% | $7,024-74.6% | $7,339-75.7% |