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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 | $142,021 | $81,476+74.3% | $102,383+38.7% | $80,925+75.5% |
| Participation rate | 43.9% | 66.8%-22.9pp | 74.5%-30.6pp | 67.7%-23.8pp |
| Annual return | 13.08% | 25.59%-12.5pp | 24.94%-11.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,873 | $3,105-39.7% | $3,870-51.6% | $2,756-32.1% |
| Participant deferral / active EE | $2,189 | $3,871-43.5% | $5,060-56.7% | $4,299-49.1% |
| Admin fee / account holder | $2,458 | $6,717-63.4% | $8,391-70.7% | $6,940-64.6% |