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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 | $76,834+54.1% | $108,359+9.2% | $87,485+35.3% |
| Participation rate | 44.4% | 61.7%-17.3pp | 70.1%-25.7pp | 68.9%-24.5pp |
| Annual return | 15.35% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,446 | $1,556-7.1% | $2,399-39.7% | $2,596-44.3% |
| Participant deferral / active EE | $3,872 | $3,100+24.9% | $4,137-6.4% | $4,274-9.4% |
| Admin fee / account holder | $12,103 | $6,537+85.1% | $9,741+24.3% | $7,775+55.7% |