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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 | $91,063 | $57,140+59.4% | $85,240+6.8% | $80,959+12.5% |
| Participation rate | 30.0% | 56.4%-26.4pp | 67.5%-37.5pp | 67.7%-37.7pp |
| Annual return | 12.65% | 21.71%-9.1pp | 66.75%-54.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,542 | $1,802-14.4% | $2,735-43.6% | $2,757-44.1% |
| Participant deferral / active EE | $4,182 | $3,115+34.2% | $4,527-7.6% | $4,300-2.8% |
| Admin fee / account holder | $8,328 | $4,992+66.8% | $6,165+35.1% | $6,925+20.3% |