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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 | $71,057+70.9% | $93,654+29.6% | $80,874+50.1% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.6%-20.8pp |
| Annual return | 12.22% | 11.26%+1.0pp | 133.34%-121.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $1,021 | $1,564-34.7% | $2,421-57.8% | $2,756-62.9% |
| Participant deferral / active EE | $2,423 | $4,034-39.9% | $4,413-45.1% | $4,297-43.6% |
| Admin fee / account holder | $2,353 | $6,944-66.1% | $8,282-71.6% | $6,935-66.1% |