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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 | $96,496 | $73,787+30.8% | $98,716-2.2% | $82,448+17.0% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 14.48% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,315 | $1,511-13.0% | $2,279-42.3% | $2,551-48.5% |
| Participant deferral / active EE | $3,239 | $3,081+5.1% | $4,048-20.0% | $4,139-21.7% |
| Admin fee / account holder | $5,794 | $6,500-10.9% | $8,703-33.4% | $7,234-19.9% |