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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 | $132,583 | $58,627+126.1% | $76,735+72.8% | $82,448+60.8% |
| Participation rate | 38.6% | 63.2%-24.7pp | 69.5%-30.9pp | 68.1%-29.5pp |
| Annual return | 16.35% | 39.10%-22.7pp | 29.77%-13.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,044 | $1,729-39.6% | $2,454-57.4% | $2,551-59.1% |
| Participant deferral / active EE | $2,509 | $3,134-19.9% | $4,088-38.6% | $4,139-39.4% |
| Admin fee / account holder | $4,919 | $5,323-7.6% | $7,189-31.6% | $7,234-32.0% |