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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 | $98,298 | $73,978+32.9% | $96,515+1.8% | $75,173+30.8% |
| Participation rate | 37.2% | 66.4%-29.2pp | 74.3%-37.1pp | 67.2%-30.0pp |
| Annual return | 19.29% | 26.72%-7.4pp | 35.73%-16.4pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,551 | $2,931-47.1% | $3,740-58.5% | $2,671-41.9% |
| Participant deferral / active EE | $3,202 | $3,660-12.5% | $4,880-34.4% | $4,126-22.4% |
| Admin fee / account holder | $3,588 | $5,219-31.2% | $6,735-46.7% | $5,651-36.5% |