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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 | $95,885 | $73,787+29.9% | $98,716-2.9% | $82,448+16.3% |
| Participation rate | 44.6% | 61.4%-16.8pp | 69.3%-24.7pp | 68.1%-23.5pp |
| Annual return | 14.54% | 18.57%-4.0pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,606 | $1,511+6.3% | $2,279-29.5% | $2,551-37.0% |
| Participant deferral / active EE | $2,373 | $3,081-23.0% | $4,048-41.4% | $4,139-42.7% |
| Admin fee / account holder | $3,759 | $6,500-42.2% | $8,703-56.8% | $7,234-48.0% |