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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 | $92,882 | $58,627+58.4% | $76,735+21.0% | $82,448+12.7% |
| Participation rate | 40.5% | 63.2%-22.7pp | 69.5%-29.0pp | 68.1%-27.5pp |
| Annual return | 18.65% | 39.10%-20.5pp | 29.77%-11.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,385 | $1,729-19.9% | $2,454-43.6% | $2,551-45.7% |
| Participant deferral / active EE | $2,398 | $3,134-23.5% | $4,088-41.3% | $4,139-42.1% |
| Admin fee / account holder | $8,732 | $5,323+64.1% | $7,189+21.5% | $7,234+20.7% |