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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 | $74,535+58.8% | $100,712+17.5% | $82,637+43.3% |
| Participation rate | 44.4% | 61.2%-16.7pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 15.35% | 18.92%-3.6pp | 33.27%-17.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,446 | $1,503-3.8% | $2,313-37.5% | $2,552-43.3% |
| Participant deferral / active EE | $3,872 | $3,074+26.0% | $4,085-5.2% | $4,126-6.2% |
| Admin fee / account holder | $12,103 | $6,576+84.1% | $9,256+30.8% | $7,339+64.9% |