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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 | $96,253 | $57,119+68.5% | $85,187+13.0% | $80,935+18.9% |
| Participation rate | 27.0% | 56.4%-29.4pp | 67.5%-40.5pp | 67.7%-40.7pp |
| Annual return | 11.74% | 21.70%-10.0pp | 66.67%-54.9pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,126 | $1,802-37.5% | $2,732-58.8% | $2,757-59.2% |
| Participant deferral / active EE | $4,433 | $3,115+42.3% | $4,525-2.0% | $4,299+3.1% |
| Admin fee / account holder | $3,702 | $4,990-25.8% | $6,162-39.9% | $6,924-46.5% |