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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 | $112,857 | $72,471+55.7% | $94,215+19.8% | $86,983+29.7% |
| Participation rate | 51.8% | 63.9%-12.1pp | 70.0%-18.2pp | 69.5%-17.8pp |
| Annual return | 13.36% | 26.44%-13.1pp | 28.22%-14.9pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,372 | $1,936-29.1% | $2,675-48.7% | $2,584-46.9% |
| Participant deferral / active EE | $2,645 | $3,397-22.1% | $4,276-38.1% | $4,194-36.9% |
| Admin fee / account holder | $4,240 | $6,468-34.4% | $10,216-58.5% | $7,856-46.0% |