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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 | $135,271 | $95,453+41.7% | $112,040+20.7% | $82,448+64.1% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.5%-18.2pp | 68.1%-9.7pp |
| Annual return | 16.45% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $842 | $2,318-63.7% | $2,954-71.5% | $2,551-67.0% |
| Participant deferral / active EE | $3,287 | $4,224-22.2% | $5,098-35.5% | $4,139-20.6% |
| Admin fee / account holder | $1,281 | $9,013-85.8% | $12,098-89.4% | $7,234-82.3% |