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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 | $114,206 | $64,890+76.0% | $134,172-14.9% | $67,986+68.0% |
| Participation rate | 21.7% | 48.5%-26.8pp | 72.5%-50.7pp | 57.2%-35.5pp |
| Annual return | 17.76% | 16.12%+1.6pp | 25.30%-7.5pp | 31.67%-13.9pp |
| Employer contribution / active EE | $936 | $1,360-31.2% | $3,420-72.6% | $2,019-53.7% |
| Participant deferral / active EE | $1,701 | $2,289-25.7% | $4,690-63.7% | $3,358-49.3% |
| Admin fee / account holder | $2,085 | $3,140-33.6% | $12,016-82.6% | $3,203-34.9% |