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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 | $131,337 | $69,444+89.1% | $92,985+41.2% | $87,485+50.1% |
| Participation rate | 57.1% | 63.3%-6.1pp | 69.5%-12.3pp | 68.9%-11.8pp |
| Annual return | 12.74% | 23.85%-11.1pp | 27.99%-15.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,557 | $1,917-18.8% | $2,662-41.5% | $2,596-40.0% |
| Participant deferral / active EE | $2,680 | $3,364-20.3% | $4,377-38.8% | $4,274-37.3% |
| Admin fee / account holder | $1,381 | $6,137-77.5% | $9,463-85.4% | $7,775-82.2% |