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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 | $86,214 | $64,462+33.7% | $81,482+5.8% | $80,911+6.6% |
| Participation rate | 49.0% | 63.9%-14.9pp | 69.5%-20.5pp | 67.6%-18.6pp |
| Annual return | 12.81% | 16.35%-3.5pp | 24.79%-12.0pp | 35.63%-22.8pp |
| Employer contribution / active EE | $730 | $1,979-63.1% | $2,463-70.3% | $2,756-73.5% |
| Participant deferral / active EE | $2,675 | $3,094-13.5% | $3,885-31.1% | $4,297-37.7% |
| Admin fee / account holder | $3,073 | $5,678-45.9% | $5,761-46.7% | $6,935-55.7% |