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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 | $98,864 | $75,541+30.9% | $152,093-35.0% | $82,637+19.6% |
| Participation rate | 35.6% | 66.5%-31.0pp | 77.8%-42.2pp | 68.1%-32.5pp |
| Annual return | 17.29% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,154 | $2,622-56.0% | $4,175-72.4% | $2,552-54.8% |
| Participant deferral / active EE | $1,649 | $3,206-48.6% | $5,451-69.8% | $4,126-60.0% |
| Admin fee / account holder | $3,453 | $6,405-46.1% | $14,497-76.2% | $7,339-53.0% |