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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 | $125,164 | $73,787+69.6% | $98,716+26.8% | $82,448+51.8% |
| Participation rate | 46.2% | 61.4%-15.3pp | 69.3%-23.1pp | 68.1%-21.9pp |
| Annual return | 15.85% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,188 | $1,511-21.4% | $2,279-47.9% | $2,551-53.4% |
| Participant deferral / active EE | $2,608 | $3,081-15.4% | $4,048-35.6% | $4,139-37.0% |
| Admin fee / account holder | $635 | $6,500-90.2% | $8,703-92.7% | $7,234-91.2% |