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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 | $96,650 | $63,845+51.4% | $81,370+18.8% | $80,959+19.4% |
| Participation rate | 48.4% | 63.9%-15.4pp | 69.5%-21.1pp | 67.7%-19.2pp |
| Annual return | 11.79% | 16.37%-4.6pp | 24.85%-13.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,342 | $1,980-32.2% | $2,464-45.5% | $2,757-51.3% |
| Participant deferral / active EE | $3,573 | $3,093+15.5% | $3,885-8.0% | $4,300-16.9% |
| Admin fee / account holder | $1,786 | $5,688-68.6% | $5,749-68.9% | $6,925-74.2% |