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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 | $142,707 | $88,996+60.4% | $78,004+82.9% | $138,895+2.7% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 12.94% | 28.03%-15.1pp | 31.07%-18.1pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,773 | $2,917-39.2% | $2,469-28.2% | $4,194-57.7% |
| Participant deferral / active EE | $4,666 | $4,724-1.2% | $4,092+14.0% | $6,396-27.1% |
| Admin fee / account holder | $2,578 | $8,807-70.7% | $7,578-66.0% | $12,562-79.5% |