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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 | $69,444+62.5% | $92,985+21.4% | $87,485+29.0% |
| Participation rate | 51.8% | 63.3%-11.5pp | 69.5%-17.7pp | 68.9%-17.1pp |
| Annual return | 13.36% | 23.85%-10.5pp | 27.99%-14.6pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,372 | $1,917-28.4% | $2,662-48.5% | $2,596-47.2% |
| Participant deferral / active EE | $2,645 | $3,364-21.4% | $4,377-39.6% | $4,274-38.1% |
| Admin fee / account holder | $4,240 | $6,137-30.9% | $9,463-55.2% | $7,775-45.5% |