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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 | $115,700 | $81,476+42.0% | $102,383+13.0% | $80,925+43.0% |
| Participation rate | 41.4% | 66.8%-25.5pp | 74.5%-33.1pp | 67.7%-26.3pp |
| Annual return | 15.15% | 25.59%-10.4pp | 24.94%-9.8pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,317 | $3,105-57.6% | $3,870-66.0% | $2,756-52.2% |
| Participant deferral / active EE | $2,383 | $3,871-38.5% | $5,060-52.9% | $4,299-44.6% |
| Admin fee / account holder | $2,218 | $6,717-67.0% | $8,391-73.6% | $6,940-68.0% |