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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 | $119,317 | $57,590+107.2% | $86,233+38.4% | $82,448+44.7% |
| Participation rate | 46.4% | 57.9%-11.5pp | 69.0%-22.6pp | 68.1%-21.7pp |
| Annual return | 20.36% | 22.41%-2.1pp | 61.39%-41.0pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,388 | $1,655-16.1% | $2,504-44.6% | $2,551-45.6% |
| Participant deferral / active EE | $2,470 | $3,080-19.8% | $4,559-45.8% | $4,139-40.3% |
| Admin fee / account holder | $1,615 | $4,730-65.9% | $8,342-80.6% | $7,234-77.7% |