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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 | $117,504 | $86,940+35.2% | $102,434+14.7% | $80,935+45.2% |
| Participation rate | 52.5% | 72.4%-19.8pp | 76.5%-24.0pp | 67.7%-15.1pp |
| Annual return | 11.97% | 18.89%-6.9pp | 29.46%-17.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,026 | $2,370-56.7% | $3,023-66.0% | $2,757-62.8% |
| Participant deferral / active EE | $2,228 | $4,121-45.9% | $5,055-55.9% | $4,299-48.2% |
| Admin fee / account holder | $12,416 | $8,047+54.3% | $9,462+31.2% | $6,924+79.3% |