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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 | $140,961 | $39,132+260.2% | $57,196+146.5% | $62,881+124.2% |
| Participation rate | 48.6% | 70.5%-21.9pp | 75.3%-26.8pp | 69.3%-20.7pp |
| Annual return | 16.87% | 9.24%+7.6pp | 14.59%+2.3pp | 20.14%-3.3pp |
| Employer contribution / active EE | $1,779 | $1,874-5.1% | $2,683-33.7% | $2,281-22.0% |
| Participant deferral / active EE | $3,957 | $2,374+66.7% | $3,096+27.8% | $3,203+23.5% |
| Admin fee / account holder | $6,023 | $2,594+132.2% | $3,141+91.8% | $4,296+40.2% |