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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 | $106,612 | $37,446+184.7% | $77,513+37.5% | $79,852+33.5% |
| Participation rate | 49.0% | 41.5%+7.5pp | 54.2%-5.2pp | 69.6%-20.6pp |
| Annual return | 17.55% | 39.76%-22.2pp | 54.81%-37.3pp | 31.72%-14.2pp |
| Employer contribution / active EE | $428 | $637-32.8% | $987-56.6% | $2,471-82.7% |
| Participant deferral / active EE | $862 | $1,261-31.6% | $1,861-53.7% | $3,740-77.0% |
| Admin fee / account holder | $1,589 | $2,506-36.6% | $2,859-44.4% | $5,306-70.1% |