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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 | $76,834+80.6% | $108,359+28.1% | $87,485+58.6% |
| Participation rate | 53.2% | 61.7%-8.5pp | 70.1%-16.9pp | 68.9%-15.7pp |
| Annual return | 17.88% | 19.09%-1.2pp | 36.89%-19.0pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,397 | $1,556-10.3% | $2,399-41.8% | $2,596-46.2% |
| Participant deferral / active EE | $3,136 | $3,100+1.2% | $4,137-24.2% | $4,274-26.6% |
| Admin fee / account holder | $5,513 | $6,537-15.7% | $9,741-43.4% | $7,775-29.1% |