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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 | $118,382 | $73,787+60.4% | $98,716+19.9% | $82,448+43.6% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 15.35% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,446 | $1,511-4.3% | $2,279-36.5% | $2,551-43.3% |
| Participant deferral / active EE | $3,872 | $3,081+25.7% | $4,048-4.3% | $4,139-6.5% |
| Admin fee / account holder | $12,103 | $6,500+86.2% | $8,703+39.1% | $7,234+67.3% |