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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 | $118,223 | $58,627+101.7% | $76,735+54.1% | $82,448+43.4% |
| Participation rate | 46.2% | 63.2%-17.1pp | 69.5%-23.3pp | 68.1%-21.9pp |
| Annual return | 16.98% | 39.10%-22.1pp | 29.77%-12.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $858 | $1,729-50.4% | $2,454-65.0% | $2,551-66.4% |
| Participant deferral / active EE | $2,593 | $3,134-17.3% | $4,088-36.6% | $4,139-37.4% |
| Admin fee / account holder | $4,727 | $5,323-11.2% | $7,189-34.2% | $7,234-34.7% |