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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 | $114,996 | $58,057+98.1% | $97,032+18.5% | $86,983+32.2% |
| Participation rate | 33.3% | 60.4%-27.0pp | 71.6%-38.2pp | 69.5%-36.2pp |
| Annual return | 23.51% | 22.26%+1.3pp | 35.38%-11.9pp | 25.83%-2.3pp |
| Employer contribution / active EE | $1,328 | $1,663-20.1% | $2,629-49.5% | $2,584-48.6% |
| Participant deferral / active EE | $3,873 | $3,244+19.4% | $4,672-17.1% | $4,194-7.7% |
| Admin fee / account holder | $613 | $4,839-87.3% | $9,418-93.5% | $7,856-92.2% |