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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 | $103,332 | $63,845+61.8% | $81,370+27.0% | $80,959+27.6% |
| Participation rate | 29.8% | 63.9%-34.1pp | 69.5%-39.8pp | 67.7%-37.9pp |
| Annual return | 14.21% | 16.37%-2.2pp | 24.85%-10.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,026 | $1,980-48.2% | $2,464-58.3% | $2,757-62.8% |
| Participant deferral / active EE | $3,035 | $3,093-1.9% | $3,885-21.9% | $4,300-29.4% |
| Admin fee / account holder | $4,315 | $5,688-24.1% | $5,749-24.9% | $6,925-37.7% |