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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 | $129,749 | $95,453+35.9% | $112,040+15.8% | $82,448+57.4% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 17.77% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,320 | $2,318-43.0% | $2,954-55.3% | $2,551-48.2% |
| Participant deferral / active EE | $3,147 | $4,224-25.5% | $5,098-38.3% | $4,139-24.0% |
| Admin fee / account holder | $509 | $9,013-94.4% | $12,098-95.8% | $7,234-93.0% |