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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 | $117,433 | $81,504+44.1% | $102,437+14.6% | $80,959+45.1% |
| Participation rate | 46.9% | 66.9%-20.0pp | 74.5%-27.6pp | 67.7%-20.8pp |
| Annual return | 13.87% | 25.60%-11.7pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,214 | $3,104-28.7% | $3,871-42.8% | $2,757-19.7% |
| Participant deferral / active EE | $5,081 | $3,871+31.3% | $5,060+0.4% | $4,300+18.2% |
| Admin fee / account holder | $1,404 | $6,719-79.1% | $8,388-83.3% | $6,925-79.7% |