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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 | $92,751 | $86,949+6.7% | $102,460-9.5% | $80,959+14.6% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 19.10% | 18.89%+0.2pp | 29.47%-10.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,657 | $2,370-30.1% | $3,025-45.2% | $2,757-39.9% |
| Participant deferral / active EE | $3,826 | $4,121-7.2% | $5,056-24.3% | $4,300-11.0% |
| Admin fee / account holder | $1,048 | $8,048-87.0% | $9,460-88.9% | $6,925-84.9% |