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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 | $119,748 | $81,504+46.9% | $102,437+16.9% | $80,959+47.9% |
| Participation rate | 41.7% | 66.9%-25.2pp | 74.5%-32.8pp | 67.7%-26.0pp |
| Annual return | 24.64% | 25.60%-1.0pp | 24.95%-0.3pp | 35.67%-11.0pp |
| Employer contribution / active EE | $2,004 | $3,104-35.4% | $3,871-48.2% | $2,757-27.3% |
| Participant deferral / active EE | $4,538 | $3,871+17.2% | $5,060-10.3% | $4,300+5.5% |
| Admin fee / account holder | $2,899 | $6,719-56.9% | $8,388-65.4% | $6,925-58.1% |