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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 | $106,864 | $81,457+31.2% | $103,378+3.4% | $80,911+32.1% |
| Participation rate | 46.9% | 66.8%-20.0pp | 74.5%-27.6pp | 67.6%-20.8pp |
| Annual return | 14.57% | 25.58%-11.0pp | 24.91%-10.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,820 | $3,107-41.4% | $3,870-53.0% | $2,756-34.0% |
| Participant deferral / active EE | $3,981 | $3,871+2.8% | $5,058-21.3% | $4,297-7.4% |
| Admin fee / account holder | $6,567 | $6,717-2.2% | $8,401-21.8% | $6,935-5.3% |