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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 | $107,488 | $67,894+58.3% | $89,340+20.3% | $82,448+30.4% |
| Participation rate | 41.2% | 64.0%-22.9pp | 69.6%-28.4pp | 68.1%-26.9pp |
| Annual return | 16.96% | 19.21%-2.2pp | 20.57%-3.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,169 | $1,828-36.0% | $2,231-47.6% | $2,551-54.2% |
| Participant deferral / active EE | $1,570 | $3,072-48.9% | $3,823-58.9% | $4,139-62.1% |
| Admin fee / account holder | $3,296 | $5,723-42.4% | $6,704-50.8% | $7,234-54.4% |