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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 | $139,458 | $63,082+121.1% | $81,726+70.6% | $79,856+74.6% |
| Participation rate | 47.5% | 67.5%-20.0pp | 72.0%-24.5pp | 69.6%-22.1pp |
| Annual return | 12.99% | 22.66%-9.7pp | 29.49%-16.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,292 | $1,795-28.0% | $4,311-70.0% | $2,471-47.7% |
| Participant deferral / active EE | $2,870 | $2,780+3.2% | $7,108-59.6% | $3,741-23.3% |
| Admin fee / account holder | $4,427 | $4,4280% | $5,160-14.2% | $5,306-16.6% |