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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 | $121,362 | $73,978+64.1% | $96,515+25.7% | $75,173+61.4% |
| Participation rate | 45.2% | 66.4%-21.2pp | 74.3%-29.1pp | 67.2%-22.0pp |
| Annual return | 17.41% | 26.72%-9.3pp | 35.73%-18.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,918 | $2,931-34.6% | $3,740-48.7% | $2,671-28.2% |
| Participant deferral / active EE | $2,026 | $3,660-44.7% | $4,880-58.5% | $4,126-50.9% |
| Admin fee / account holder | $3,025 | $5,219-42.0% | $6,735-55.1% | $5,651-46.5% |