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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 | $71,230+70.5% | $93,727+29.5% | $80,959+50.0% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.7%-20.8pp |
| Annual return | 12.22% | 11.26%+1.0pp | 133.83%-121.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,021 | $1,565-34.8% | $2,421-57.8% | $2,757-63.0% |
| Participant deferral / active EE | $2,423 | $4,037-40.0% | $4,417-45.1% | $4,300-43.7% |
| Admin fee / account holder | $2,353 | $6,961-66.2% | $8,292-71.6% | $6,925-66.0% |