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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 | $58,057+61.0% | $97,032-3.7% | $86,983+7.4% |
| Participation rate | 48.1% | 60.4%-12.3pp | 71.6%-23.5pp | 69.5%-21.5pp |
| Annual return | 17.53% | 22.26%-4.7pp | 35.38%-17.9pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,326 | $1,663-20.3% | $2,629-49.6% | $2,584-48.7% |
| Participant deferral / active EE | $2,751 | $3,244-15.2% | $4,672-41.1% | $4,194-34.4% |
| Admin fee / account holder | $2,150 | $4,839-55.6% | $9,418-77.2% | $7,856-72.6% |