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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 | $81,457+58.2% | $103,378+24.6% | $80,911+59.3% |
| Participation rate | 36.7% | 66.8%-30.2pp | 74.5%-37.8pp | 67.6%-31.0pp |
| Annual return | 22.13% | 25.58%-3.4pp | 24.91%-2.8pp | 35.63%-13.5pp |
| Employer contribution / active EE | $1,442 | $3,107-53.6% | $3,870-62.8% | $2,756-47.7% |
| Participant deferral / active EE | $4,829 | $3,871+24.8% | $5,058-4.5% | $4,297+12.4% |
| Admin fee / account holder | $530 | $6,717-92.1% | $8,401-93.7% | $6,935-92.4% |