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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 | $138,783 | $77,574+78.9% | $108,753+27.6% | $86,983+59.6% |
| Participation rate | 53.2% | 62.3%-9.1pp | 71.1%-17.9pp | 69.5%-16.4pp |
| Annual return | 17.88% | 18.42%-0.5pp | 37.47%-19.6pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,397 | $1,611-13.3% | $2,427-42.4% | $2,584-46.0% |
| Participant deferral / active EE | $3,136 | $3,128+0.2% | $4,115-23.8% | $4,194-25.2% |
| Admin fee / account holder | $5,513 | $6,529-15.6% | $10,320-46.6% | $7,856-29.8% |