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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 | $101,662 | $86,938+16.9% | $102,423-0.7% | $80,925+25.6% |
| Participation rate | 51.6% | 72.4%-20.7pp | 76.5%-24.9pp | 67.7%-16.0pp |
| Annual return | 14.09% | 18.89%-4.8pp | 29.42%-15.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,722 | $2,369-27.3% | $3,023-43.0% | $2,756-37.5% |
| Participant deferral / active EE | $4,110 | $4,120-0.2% | $5,054-18.7% | $4,299-4.4% |
| Admin fee / account holder | $7,113 | $8,053-11.7% | $9,455-24.8% | $6,940+2.5% |