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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 | $76,834+25.6% | $108,359-10.9% | $87,485+10.3% |
| Participation rate | 50.0% | 61.7%-11.7pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 14.48% | 19.09%-4.6pp | 36.89%-22.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,315 | $1,556-15.5% | $2,399-45.2% | $2,596-49.4% |
| Participant deferral / active EE | $3,239 | $3,100+4.5% | $4,137-21.7% | $4,274-24.2% |
| Admin fee / account holder | $5,794 | $6,537-11.4% | $9,741-40.5% | $7,775-25.5% |