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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 | $99,807 | $69,273+44.1% | $90,796+9.9% | $82,637+20.8% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 19.04% | 18.37%+0.7pp | 19.29%-0.3pp | 53.51%-34.5pp |
| Employer contribution / active EE | $1,229 | $1,865-34.1% | $2,294-46.4% | $2,552-51.8% |
| Participant deferral / active EE | $2,187 | $3,047-28.2% | $3,822-42.8% | $4,126-47.0% |
| Admin fee / account holder | $1,003 | $5,511-81.8% | $7,024-85.7% | $7,339-86.3% |