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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 | $99,849 | $54,541+83.1% | $78,778+26.7% | $70,126+42.4% |
| Participation rate | 41.0% | 60.8%-19.8pp | 69.2%-28.2pp | 69.5%-28.6pp |
| Annual return | 13.61% | 21.07%-7.5pp | 35.62%-22.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $881 | $1,089-19.0% | $1,986-55.6% | $2,343-62.4% |
| Participant deferral / active EE | $3,712 | $2,210+68.0% | $2,958+25.5% | $3,332+11.4% |
| Admin fee / account holder | $2,420 | $3,709-34.7% | $5,134-52.9% | $4,645-47.9% |