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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 | $107,715 | $81,504+32.2% | $102,437+5.2% | $80,959+33.0% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 16.21% | 25.60%-9.4pp | 24.95%-8.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,991 | $3,104-35.8% | $3,871-48.6% | $2,757-27.8% |
| Participant deferral / active EE | $4,461 | $3,871+15.3% | $5,060-11.8% | $4,300+3.7% |
| Admin fee / account holder | $5,577 | $6,719-17.0% | $8,388-33.5% | $6,925-19.5% |