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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 | $138,456 | $95,404+45.1% | $113,397+22.1% | $82,637+67.5% |
| Participation rate | 54.8% | 72.8%-18.1pp | 76.5%-21.7pp | 68.1%-13.3pp |
| Annual return | 17.25% | 19.08%-1.8pp | 23.20%-6.0pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,440 | $2,307-37.6% | $2,977-51.6% | $2,552-43.6% |
| Participant deferral / active EE | $3,416 | $4,220-19.0% | $5,076-32.7% | $4,126-17.2% |
| Admin fee / account holder | $2,103 | $9,168-77.1% | $11,957-82.4% | $7,339-71.3% |