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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 | $103,571 | $86,940+19.1% | $102,434+1.1% | $80,935+28.0% |
| Participation rate | 46.4% | 72.4%-26.0pp | 76.5%-30.1pp | 67.7%-21.2pp |
| Annual return | 19.30% | 18.89%+0.4pp | 29.46%-10.2pp | 35.66%-16.4pp |
| Employer contribution / active EE | $1,341 | $2,370-43.4% | $3,023-55.6% | $2,757-51.3% |
| Participant deferral / active EE | $3,090 | $4,121-25.0% | $5,055-38.9% | $4,299-28.1% |
| Admin fee / account holder | $5,019 | $8,047-37.6% | $9,462-47.0% | $6,924-27.5% |