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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 | $103,345 | $73,955+39.7% | $96,520+7.1% | $75,181+37.5% |
| Participation rate | 49.0% | 66.4%-17.4pp | 74.3%-25.3pp | 67.2%-18.2pp |
| Annual return | 16.95% | 26.72%-9.8pp | 35.72%-18.8pp | 160.69%-143.7pp |
| Employer contribution / active EE | $789 | $2,930-73.1% | $3,739-78.9% | $2,671-70.4% |
| Participant deferral / active EE | $3,300 | $3,659-9.8% | $4,879-32.4% | $4,126-20.0% |
| Admin fee / account holder | $8,091 | $5,217+55.1% | $6,733+20.2% | $5,650+43.2% |