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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 | $93,456 | $57,590+62.3% | $86,233+8.4% | $82,448+13.4% |
| Participation rate | 48.1% | 57.9%-9.8pp | 69.0%-20.9pp | 68.1%-20.0pp |
| Annual return | 17.53% | 22.41%-4.9pp | 61.39%-43.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,326 | $1,655-19.9% | $2,504-47.1% | $2,551-48.0% |
| Participant deferral / active EE | $2,751 | $3,080-10.7% | $4,559-39.7% | $4,139-33.5% |
| Admin fee / account holder | $2,150 | $4,730-54.6% | $8,342-74.2% | $7,234-70.3% |