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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 | $138,169 | $86,949+58.9% | $102,460+34.9% | $80,959+70.7% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.7%-15.5pp |
| Annual return | 21.20% | 18.89%+2.3pp | 29.47%-8.3pp | 35.67%-14.5pp |
| Employer contribution / active EE | $1,475 | $2,370-37.8% | $3,025-51.2% | $2,757-46.5% |
| Participant deferral / active EE | $3,953 | $4,121-4.1% | $5,056-21.8% | $4,300-8.1% |
| Admin fee / account holder | $2,458 | $8,048-69.5% | $9,460-74.0% | $6,925-64.5% |