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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 | $95,404+43.3% | $113,397+20.5% | $82,637+65.4% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.5%-20.4pp | 68.1%-11.9pp |
| Annual return | 18.21% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,150 | $2,307-50.1% | $2,977-61.4% | $2,552-54.9% |
| Participant deferral / active EE | $3,343 | $4,220-20.8% | $5,076-34.1% | $4,126-19.0% |
| Admin fee / account holder | $15,960 | $9,168+74.1% | $11,957+33.5% | $7,339+117.5% |