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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 | $90,551 | $55,932+61.9% | $76,735+18.0% | $67,986+33.2% |
| Participation rate | 41.5% | 50.8%-9.3pp | 69.5%-28.0pp | 57.2%-15.7pp |
| Annual return | 13.47% | 23.10%-9.6pp | 29.77%-16.3pp | 31.67%-18.2pp |
| Employer contribution / active EE | $1,183 | $1,487-20.4% | $2,454-51.8% | $2,019-41.4% |
| Participant deferral / active EE | $3,261 | $2,558+27.5% | $4,088-20.2% | $3,358-2.9% |
| Admin fee / account holder | $8,549 | $4,907+74.2% | $7,189+18.9% | $3,203+166.9% |