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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 | $58,848+102.8% | $88,179+35.3% | $82,637+44.4% |
| Participation rate | 46.4% | 57.9%-11.5pp | 69.1%-22.8pp | 68.1%-21.7pp |
| Annual return | 20.36% | 22.76%-2.4pp | 64.97%-44.6pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,388 | $1,678-17.3% | $2,549-45.5% | $2,552-45.6% |
| Participant deferral / active EE | $2,470 | $3,124-20.9% | $4,614-46.5% | $4,126-40.1% |
| Admin fee / account holder | $1,615 | $4,795-66.3% | $7,673-79.0% | $7,339-78.0% |