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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 | $86,642 | $63,809+35.8% | $81,353+6.5% | $80,935+7.1% |
| Participation rate | 49.4% | 63.9%-14.5pp | 69.5%-20.1pp | 67.7%-18.2pp |
| Annual return | 13.31% | 16.37%-3.1pp | 24.82%-11.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,511 | $1,981-23.7% | $2,464-38.7% | $2,757-45.2% |
| Participant deferral / active EE | $2,792 | $3,093-9.7% | $3,885-28.1% | $4,299-35.1% |
| Admin fee / account holder | $3,549 | $5,686-37.6% | $5,766-38.4% | $6,924-48.7% |