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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 | $83,036 | $63,082+31.6% | $81,726+1.6% | $79,856+4.0% |
| Participation rate | 52.2% | 67.5%-15.3pp | 72.0%-19.8pp | 69.6%-17.4pp |
| Annual return | 16.22% | 22.66%-6.4pp | 29.49%-13.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,196 | $1,795-33.4% | $4,311-72.3% | $2,471-51.6% |
| Participant deferral / active EE | $3,216 | $2,780+15.7% | $7,108-54.8% | $3,741-14.0% |
| Admin fee / account holder | $6,640 | $4,428+50.0% | $5,160+28.7% | $5,306+25.1% |