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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 | $99,595 | $58,627+69.9% | $76,735+29.8% | $82,448+20.8% |
| Participation rate | 36.7% | 63.2%-26.6pp | 69.5%-32.8pp | 68.1%-31.4pp |
| Annual return | 14.24% | 39.10%-24.9pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,676 | $1,729-3.1% | $2,454-31.7% | $2,551-34.3% |
| Participant deferral / active EE | $3,599 | $3,134+14.8% | $4,088-12.0% | $4,139-13.1% |
| Admin fee / account holder | $13,620 | $5,323+155.9% | $7,189+89.4% | $7,234+88.3% |