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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 | $103,330 | $81,446+26.9% | $103,3740% | $80,874+27.8% |
| Participation rate | 45.7% | 66.9%-21.2pp | 74.5%-28.9pp | 67.6%-22.0pp |
| Annual return | 16.94% | 25.57%-8.6pp | 24.89%-7.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,618 | $3,107-47.9% | $3,869-58.2% | $2,756-41.3% |
| Participant deferral / active EE | $3,167 | $3,870-18.2% | $5,058-37.4% | $4,297-26.3% |
| Admin fee / account holder | $3,436 | $6,715-48.8% | $8,394-59.1% | $6,935-50.5% |