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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 | $124,563 | $95,453+30.5% | $112,040+11.2% | $82,448+51.1% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.5%-19.0pp | 68.1%-10.6pp |
| Annual return | 14.75% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,018 | $2,318-56.1% | $2,954-65.5% | $2,551-60.1% |
| Participant deferral / active EE | $4,796 | $4,224+13.5% | $5,098-5.9% | $4,139+15.9% |
| Admin fee / account holder | $646 | $9,013-92.8% | $12,098-94.7% | $7,234-91.1% |