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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 | $95,818 | $73,787+29.9% | $98,716-2.9% | $82,448+16.2% |
| Participation rate | 47.3% | 61.4%-14.1pp | 69.3%-22.0pp | 68.1%-20.8pp |
| Annual return | 14.74% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,401 | $1,511-7.3% | $2,279-38.5% | $2,551-45.1% |
| Participant deferral / active EE | $4,063 | $3,081+31.8% | $4,048+0.4% | $4,139-1.9% |
| Admin fee / account holder | $1,505 | $6,500-76.8% | $8,703-82.7% | $7,234-79.2% |