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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 | $120,424 | $58,493+105.9% | $84,021+43.3% | $72,975+65.0% |
| Participation rate | 48.4% | 61.2%-12.8pp | 69.0%-20.6pp | 69.5%-21.1pp |
| Annual return | 19.11% | 28.93%-9.8pp | 71.32%-52.2pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,380 | $1,163+18.7% | $1,984-30.4% | $2,440-43.4% |
| Participant deferral / active EE | $2,771 | $2,394+15.7% | $3,239-14.5% | $3,608-23.2% |
| Admin fee / account holder | $1,416 | $4,569-69.0% | $6,102-76.8% | $5,124-72.4% |