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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 | $123,035 | $69,977+75.8% | $108,582+13.3% | $62,881+95.7% |
| Participation rate | 40.0% | 72.9%-32.9pp | 79.6%-39.6pp | 69.3%-29.3pp |
| Annual return | 9.17% | 10.73%-1.6pp | -51.70%+60.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,701 | $2,135-20.3% | $3,758-54.8% | $2,281-25.4% |
| Participant deferral / active EE | $5,263 | $3,165+66.3% | $4,311+22.1% | $3,203+64.3% |
| Admin fee / account holder | $2,445 | $5,076-51.8% | $7,645-68.0% | $4,296-43.1% |