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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 | $128,851 | $81,504+58.1% | $102,437+25.8% | $80,959+59.2% |
| Participation rate | 36.7% | 66.9%-30.2pp | 74.5%-37.8pp | 67.7%-31.0pp |
| Annual return | 22.13% | 25.60%-3.5pp | 24.95%-2.8pp | 35.67%-13.5pp |
| Employer contribution / active EE | $1,442 | $3,104-53.5% | $3,871-62.8% | $2,757-47.7% |
| Participant deferral / active EE | $4,829 | $3,871+24.8% | $5,060-4.6% | $4,300+12.3% |
| Admin fee / account holder | $530 | $6,719-92.1% | $8,388-93.7% | $6,925-92.4% |