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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 | $129,913 | $81,504+59.4% | $102,437+26.8% | $80,959+60.5% |
| Participation rate | 31.0% | 66.9%-35.9pp | 74.5%-43.6pp | 67.7%-36.7pp |
| Annual return | 14.26% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,806 | $3,104-41.8% | $3,871-53.3% | $2,757-34.5% |
| Participant deferral / active EE | $4,015 | $3,871+3.7% | $5,060-20.7% | $4,300-6.6% |
| Admin fee / account holder | $7,717 | $6,719+14.8% | $8,388-8.0% | $6,925+11.4% |