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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 | $144,717 | $95,404+51.7% | $113,397+27.6% | $82,637+75.1% |
| Participation rate | 63.6% | 72.8%-9.2pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 16.77% | 19.08%-2.3pp | 23.20%-6.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,395 | $2,307-39.5% | $2,977-53.1% | $2,552-45.3% |
| Participant deferral / active EE | $3,160 | $4,220-25.1% | $5,076-37.8% | $4,126-23.4% |
| Admin fee / account holder | $588 | $9,168-93.6% | $11,957-95.1% | $7,339-92.0% |