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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 | $121,370 | $106,749+13.7% | $145,433-16.5% | $82,448+47.2% |
| Participation rate | 48.7% | 75.6%-27.0pp | 82.1%-33.4pp | 68.1%-19.4pp |
| Annual return | 15.74% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,447 | $3,444-58.0% | $4,554-68.2% | $2,551-43.3% |
| Participant deferral / active EE | $2,731 | $6,519-58.1% | $7,897-65.4% | $4,139-34.0% |
| Admin fee / account holder | $1,261 | $8,390-85.0% | $13,129-90.4% | $7,234-82.6% |