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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 | $90,664 | $56,894+59.4% | $84,753+7.0% | $62,881+44.2% |
| Participation rate | 54.8% | 68.5%-13.7pp | 76.6%-21.8pp | 69.3%-14.5pp |
| Annual return | 7.31% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,334 | $2,400-44.4% | $3,574-62.7% | $2,281-41.5% |
| Participant deferral / active EE | $3,584 | $2,709+32.3% | $3,712-3.4% | $3,203+11.9% |
| Admin fee / account holder | $4,954 | $3,581+38.3% | $5,333-7.1% | $4,296+15.3% |