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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 | $121,996 | $86,949+40.3% | $102,460+19.1% | $80,959+50.7% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.6pp | 67.7%-14.7pp |
| Annual return | 20.17% | 18.89%+1.3pp | 29.47%-9.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $961 | $2,370-59.5% | $3,025-68.2% | $2,757-65.2% |
| Participant deferral / active EE | $4,301 | $4,121+4.4% | $5,056-14.9% | $4,3000% |
| Admin fee / account holder | $611 | $8,048-92.4% | $9,460-93.5% | $6,925-91.2% |