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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 | $121,909 | $67,606+80.3% | $82,313+48.1% | $70,124+73.8% |
| Participation rate | 53.4% | 72.8%-19.3pp | 76.9%-23.4pp | 69.5%-16.1pp |
| Annual return | 15.46% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,441 | $1,755-17.9% | $2,428-40.7% | $2,342-38.5% |
| Participant deferral / active EE | $3,358 | $2,987+12.4% | $3,706-9.4% | $3,332+0.8% |
| Admin fee / account holder | $1,841 | $4,512-59.2% | $5,608-67.2% | $4,645-60.4% |