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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 | $102,733 | $73,978+38.9% | $96,515+6.4% | $75,173+36.7% |
| Participation rate | 31.0% | 66.4%-35.4pp | 74.3%-43.3pp | 67.2%-36.2pp |
| Annual return | 27.18% | 26.72%+0.5pp | 35.73%-8.5pp | 160.72%-133.5pp |
| Employer contribution / active EE | $1,255 | $2,931-57.2% | $3,740-66.4% | $2,671-53.0% |
| Participant deferral / active EE | $4,313 | $3,660+17.8% | $4,880-11.6% | $4,126+4.5% |
| Admin fee / account holder | $2,265 | $5,219-56.6% | $6,735-66.4% | $5,651-59.9% |