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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 | $121,420 | $71,197+70.5% | $93,669+29.6% | $80,925+50.0% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.9pp | 67.7%-20.8pp |
| Annual return | 12.22% | 11.27%+0.9pp | 133.59%-121.4pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,021 | $1,565-34.7% | $2,424-57.9% | $2,756-62.9% |
| Participant deferral / active EE | $2,423 | $4,036-40.0% | $4,416-45.1% | $4,299-43.6% |
| Admin fee / account holder | $2,353 | $6,959-66.2% | $8,291-71.6% | $6,940-66.1% |