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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 | $109,616 | $81,504+34.5% | $102,437+7.0% | $80,959+35.4% |
| Participation rate | 51.7% | 66.9%-15.2pp | 74.5%-22.8pp | 67.7%-16.0pp |
| Annual return | 11.51% | 25.60%-14.1pp | 24.95%-13.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,649 | $3,104-46.9% | $3,871-57.4% | $2,757-40.2% |
| Participant deferral / active EE | $2,917 | $3,871-24.6% | $5,060-42.4% | $4,300-32.2% |
| Admin fee / account holder | $5,586 | $6,719-16.9% | $8,388-33.4% | $6,925-19.3% |