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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 | $120,145 | $56,544+112.5% | $75,501+59.1% | $70,126+71.3% |
| Participation rate | 41.4% | 68.1%-26.7pp | 72.4%-31.0pp | 69.5%-28.2pp |
| Annual return | 18.47% | 23.59%-5.1pp | 27.35%-8.9pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,016 | $1,817-44.1% | $2,352-56.8% | $2,343-56.6% |
| Participant deferral / active EE | $2,370 | $2,580-8.1% | $3,142-24.6% | $3,332-28.9% |
| Admin fee / account holder | $3,147 | $3,827-17.8% | $5,801-45.7% | $4,645-32.3% |