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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 | $126,511 | $86,919+45.5% | $102,457+23.5% | $80,911+56.4% |
| Participation rate | 34.2% | 72.4%-38.2pp | 76.5%-42.3pp | 67.6%-33.4pp |
| Annual return | 11.63% | 18.90%-7.3pp | 29.41%-17.8pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,020 | $2,368-56.9% | $3,022-66.2% | $2,756-63.0% |
| Participant deferral / active EE | $3,210 | $4,119-22.1% | $5,054-36.5% | $4,297-25.3% |
| Admin fee / account holder | $2,231 | $8,049-72.3% | $9,451-76.4% | $6,935-67.8% |