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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 | $98,620 | $81,487+21.0% | $102,412-3.7% | $80,935+21.8% |
| Participation rate | 47.4% | 66.8%-19.5pp | 74.5%-27.1pp | 67.7%-20.3pp |
| Annual return | 12.63% | 25.60%-13.0pp | 24.94%-12.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,468 | $3,103-52.7% | $3,870-62.1% | $2,757-46.8% |
| Participant deferral / active EE | $3,501 | $3,871-9.6% | $5,060-30.8% | $4,299-18.6% |
| Admin fee / account holder | $4,278 | $6,717-36.3% | $8,388-49.0% | $6,924-38.2% |