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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 | $143,716 | $114,712+25.3% | $173,730-17.3% | $87,485+64.3% |
| Participation rate | 44.4% | 73.0%-28.5pp | 79.6%-35.1pp | 68.9%-24.5pp |
| Annual return | 21.58% | 20.18%+1.4pp | 19.96%+1.6pp | 26.06%-4.5pp |
| Employer contribution / active EE | $1,599 | $2,904-44.9% | $4,577-65.1% | $2,596-38.4% |
| Participant deferral / active EE | $4,461 | $4,642-3.9% | $6,326-29.5% | $4,274+4.4% |
| Admin fee / account holder | $812 | $10,210-92.1% | $17,523-95.4% | $7,775-89.6% |