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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 | $111,248 | $71,197+56.3% | $93,669+18.8% | $80,925+37.5% |
| Participation rate | 46.6% | 60.4%-13.8pp | 68.7%-22.2pp | 67.7%-21.1pp |
| Annual return | 14.63% | 11.27%+3.4pp | 133.59%-119.0pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,116 | $1,565-28.7% | $2,424-54.0% | $2,756-59.5% |
| Participant deferral / active EE | $1,945 | $4,036-51.8% | $4,416-56.0% | $4,299-54.8% |
| Admin fee / account holder | $2,315 | $6,959-66.7% | $8,291-72.1% | $6,940-66.6% |