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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 | $125,418 | $64,359+94.9% | $90,161+39.1% | $70,126+78.8% |
| Participation rate | 48.6% | 70.4%-21.8pp | 76.9%-28.2pp | 69.5%-20.9pp |
| Annual return | 20.09% | 28.13%-8.0pp | 34.89%-14.8pp | 73.15%-53.1pp |
| Employer contribution / active EE | $1,069 | $2,046-47.7% | $3,318-67.8% | $2,343-54.4% |
| Participant deferral / active EE | $3,260 | $4,389-25.7% | $5,287-38.3% | $3,332-2.2% |
| Admin fee / account holder | $6,892 | $3,945+74.7% | $5,943+16.0% | $4,645+48.4% |