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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 | $137,060 | $76,834+78.4% | $108,359+26.5% | $87,485+56.7% |
| Participation rate | 52.4% | 61.7%-9.3pp | 70.1%-17.7pp | 68.9%-16.6pp |
| Annual return | 18.33% | 19.09%-0.8pp | 36.89%-18.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,181 | $1,556+40.1% | $2,399-9.1% | $2,596-16.0% |
| Participant deferral / active EE | $3,392 | $3,100+9.4% | $4,137-18.0% | $4,274-20.6% |
| Admin fee / account holder | $1,148 | $6,537-82.4% | $9,741-88.2% | $7,775-85.2% |