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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 | $124,176 | $54,541+127.7% | $78,778+57.6% | $70,126+77.1% |
| Participation rate | 47.5% | 60.8%-13.3pp | 69.2%-21.7pp | 69.5%-22.0pp |
| Annual return | 14.14% | 21.07%-6.9pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,245 | $1,089+14.4% | $1,986-37.3% | $2,343-46.8% |
| Participant deferral / active EE | $3,041 | $2,210+37.6% | $2,958+2.8% | $3,332-8.7% |
| Admin fee / account holder | $2,087 | $3,709-43.7% | $5,134-59.3% | $4,645-55.1% |