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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 | $124,031 | $76,834+61.4% | $108,359+14.5% | $87,485+41.8% |
| Participation rate | 50.8% | 61.7%-10.9pp | 70.1%-19.3pp | 68.9%-18.1pp |
| Annual return | 14.67% | 19.09%-4.4pp | 36.89%-22.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,369 | $1,556-12.0% | $2,399-42.9% | $2,596-47.3% |
| Participant deferral / active EE | $4,334 | $3,100+39.8% | $4,137+4.8% | $4,274+1.4% |
| Admin fee / account holder | $8,140 | $6,537+24.5% | $9,741-16.4% | $7,775+4.7% |