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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 | $95,390 | $69,590+37.1% | $136,867-30.3% | $94,015+1.5% |
| Participation rate | 31.9% | 66.3%-34.4pp | 74.5%-42.7pp | 70.8%-38.9pp |
| Annual return | 19.09% | 19.62%-0.5pp | 42.97%-23.9pp | 17.84%+1.2pp |
| Employer contribution / active EE | $1,396 | $2,396-41.7% | $3,547-60.6% | $2,790-50.0% |
| Participant deferral / active EE | $3,328 | $3,437-3.2% | $4,924-32.4% | $4,249-21.7% |
| Admin fee / account holder | $2,319 | $8,912-74.0% | $10,340-77.6% | $8,951-74.1% |