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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 | $98,959 | $81,476+21.5% | $102,383-3.3% | $80,925+22.3% |
| Participation rate | 16.7% | 66.8%-50.2pp | 74.5%-57.8pp | 67.7%-51.0pp |
| Annual return | 17.32% | 25.59%-8.3pp | 24.94%-7.6pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,964 | $3,105-36.7% | $3,870-49.2% | $2,756-28.7% |
| Participant deferral / active EE | $2,654 | $3,871-31.4% | $5,060-47.5% | $4,299-38.2% |
| Admin fee / account holder | $7,476 | $6,717+11.3% | $8,391-10.9% | $6,940+7.7% |