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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 | $127,793 | $106,749+19.7% | $145,433-12.1% | $82,448+55.0% |
| Participation rate | 56.8% | 75.6%-18.8pp | 82.1%-25.3pp | 68.1%-11.2pp |
| Annual return | 16.43% | 27.59%-11.2pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,541 | $3,444-55.2% | $4,554-66.2% | $2,551-39.6% |
| Participant deferral / active EE | $3,376 | $6,519-48.2% | $7,897-57.3% | $4,139-18.4% |
| Admin fee / account holder | $2,219 | $8,390-73.6% | $13,129-83.1% | $7,234-69.3% |