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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 | $120,712 | $99,345+21.5% | $84,753+42.4% | $273,972-55.9% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 3.71% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,825 | $4,214-56.7% | $3,574-48.9% | $4,869-62.5% |
| Participant deferral / active EE | $3,561 | $4,270-16.6% | $3,712-4.1% | $5,287-32.6% |
| Admin fee / account holder | $1,333 | $6,645-79.9% | $5,333-75.0% | $10,133-86.8% |