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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 | $135,445 | $74,535+81.7% | $100,712+34.5% | $82,637+63.9% |
| Participation rate | 41.1% | 61.2%-20.1pp | 69.3%-28.2pp | 68.1%-27.0pp |
| Annual return | 17.53% | 18.92%-1.4pp | 33.27%-15.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,052 | $1,503-30.0% | $2,313-54.5% | $2,552-58.8% |
| Participant deferral / active EE | $3,481 | $3,074+13.3% | $4,085-14.8% | $4,126-15.6% |
| Admin fee / account holder | $7,851 | $6,576+19.4% | $9,256-15.2% | $7,339+7.0% |