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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 | $117,615 | $54,757+114.8% | $90,300+30.2% | $72,983+61.2% |
| Participation rate | 27.7% | 65.1%-37.4pp | 73.3%-45.6pp | 69.5%-41.8pp |
| Annual return | 21.10% | 30.63%-9.5pp | 78.11%-57.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,220 | $2,092-41.7% | $2,854-57.2% | $2,440-50.0% |
| Participant deferral / active EE | $2,434 | $2,887-15.7% | $3,884-37.3% | $3,608-32.5% |
| Admin fee / account holder | $441 | $3,972-88.9% | $5,353-91.8% | $5,124-91.4% |