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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 | $83,509 | $59,440+40.5% | $78,004+7.1% | $82,637+1.1% |
| Participation rate | 46.0% | 62.8%-16.8pp | 69.4%-23.4pp | 68.1%-22.1pp |
| Annual return | 16.74% | 40.24%-23.5pp | 31.07%-14.3pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,716 | $1,750-2.0% | $2,469-30.5% | $2,552-32.8% |
| Participant deferral / active EE | $3,545 | $3,138+13.0% | $4,092-13.4% | $4,126-14.1% |
| Admin fee / account holder | $2,712 | $5,504-50.7% | $7,578-64.2% | $7,339-63.0% |