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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 | $136,683 | $95,453+43.2% | $112,040+22.0% | $82,448+65.8% |
| Participation rate | 56.1% | 72.8%-16.6pp | 76.5%-20.4pp | 68.1%-11.9pp |
| Annual return | 18.21% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,150 | $2,318-50.4% | $2,954-61.1% | $2,551-54.9% |
| Participant deferral / active EE | $3,343 | $4,224-20.8% | $5,098-34.4% | $4,139-19.2% |
| Admin fee / account holder | $15,960 | $9,013+77.1% | $12,098+31.9% | $7,234+120.6% |