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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 | $116,251 | $88,996+30.6% | $78,004+49.0% | $138,895-16.3% |
| Participation rate | 53.8% | 74.4%-20.5pp | 69.4%-15.6pp | 79.9%-26.1pp |
| Annual return | 12.90% | 28.03%-15.1pp | 31.07%-18.2pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,394 | $2,917-52.2% | $2,469-43.5% | $4,194-66.8% |
| Participant deferral / active EE | $2,089 | $4,724-55.8% | $4,092-48.9% | $6,396-67.3% |
| Admin fee / account holder | $3,119 | $8,807-64.6% | $7,578-58.8% | $12,562-75.2% |