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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 | $125,200 | $36,948+238.9% | $73,658+70.0% | $87,485+43.1% |
| Participation rate | 31.6% | 46.8%-15.2pp | 57.0%-25.5pp | 68.9%-37.4pp |
| Annual return | 15.99% | 28.64%-12.6pp | 29.72%-13.7pp | 26.06%-10.1pp |
| Employer contribution / active EE | $499 | $670-25.6% | $1,032-51.7% | $2,596-80.8% |
| Participant deferral / active EE | $1,133 | $1,379-17.8% | $2,062-45.0% | $4,274-73.5% |
| Admin fee / account holder | $1,929 | $2,531-23.8% | $3,357-42.5% | $7,775-75.2% |