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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 | $98,211 | $63,845+53.8% | $81,370+20.7% | $80,959+21.3% |
| Participation rate | 47.5% | 63.9%-16.4pp | 69.5%-22.0pp | 67.7%-20.2pp |
| Annual return | 15.44% | 16.37%-0.9pp | 24.85%-9.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,668 | $1,980-15.7% | $2,464-32.3% | $2,757-39.5% |
| Participant deferral / active EE | $5,023 | $3,093+62.4% | $3,885+29.3% | $4,300+16.8% |
| Admin fee / account holder | $837 | $5,688-85.3% | $5,749-85.4% | $6,925-87.9% |