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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 | $81,476+26.8% | $102,383+0.9% | $80,925+27.7% |
| Participation rate | 45.7% | 66.8%-21.2pp | 74.5%-28.9pp | 67.7%-22.0pp |
| Annual return | 16.94% | 25.59%-8.7pp | 24.94%-8.0pp | 35.65%-18.7pp |
| Employer contribution / active EE | $1,618 | $3,105-47.9% | $3,870-58.2% | $2,756-41.3% |
| Participant deferral / active EE | $3,167 | $3,871-18.2% | $5,060-37.4% | $4,299-26.3% |
| Admin fee / account holder | $3,436 | $6,717-48.9% | $8,391-59.1% | $6,940-50.5% |