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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 | $140,769 | $71,197+97.7% | $93,669+50.3% | $80,925+74.0% |
| Participation rate | 27.7% | 60.4%-32.7pp | 68.7%-41.1pp | 67.7%-40.0pp |
| Annual return | 11.04% | 11.27%-0.2pp | 133.59%-122.6pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,402 | $1,565-10.4% | $2,424-42.2% | $2,756-49.1% |
| Participant deferral / active EE | $2,460 | $4,036-39.0% | $4,416-44.3% | $4,299-42.8% |
| Admin fee / account holder | $1,250 | $6,959-82.0% | $8,291-84.9% | $6,940-82.0% |