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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 | $112,201 | $74,535+50.5% | $100,712+11.4% | $82,637+35.8% |
| Participation rate | 48.5% | 61.2%-12.7pp | 69.3%-20.8pp | 68.1%-19.6pp |
| Annual return | 16.46% | 18.92%-2.5pp | 33.27%-16.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,114 | $1,503-25.9% | $2,313-51.8% | $2,552-56.4% |
| Participant deferral / active EE | $4,847 | $3,074+57.7% | $4,085+18.7% | $4,126+17.5% |
| Admin fee / account holder | $18,677 | $6,576+184.0% | $9,256+101.8% | $7,339+154.5% |