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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 | $87,898 | $76,551+14.8% | $123,894-29.1% | $62,881+39.8% |
| Participation rate | 56.8% | 73.0%-16.2pp | 81.4%-24.6pp | 69.3%-12.5pp |
| Annual return | 6.00% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,542 | $2,882-46.5% | $4,617-66.6% | $2,281-32.4% |
| Participant deferral / active EE | $3,689 | $4,840-23.8% | $5,984-38.4% | $3,203+15.2% |
| Admin fee / account holder | $8,988 | $4,826+86.2% | $8,357+7.5% | $4,296+109.2% |