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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 | $111,368 | $76,367+45.8% | $93,614+19.0% | $72,983+52.6% |
| Participation rate | 40.9% | 71.7%-30.8pp | 75.8%-34.9pp | 69.5%-28.6pp |
| Annual return | 19.11% | 25.82%-6.7pp | 32.76%-13.6pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,759 | $2,275-22.7% | $2,718-35.3% | $2,440-27.9% |
| Participant deferral / active EE | $2,824 | $3,538-20.2% | $4,069-30.6% | $3,608-21.7% |
| Admin fee / account holder | $16,687 | $6,838+144.0% | $7,889+111.5% | $5,124+225.7% |