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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 | $118,145 | $87,166+35.5% | $76,735+54.0% | $137,256-13.9% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.5%-33.1pp | 80.0%-43.6pp |
| Annual return | 14.58% | 26.50%-11.9pp | 29.77%-15.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,037 | $2,904-29.9% | $2,454-17.0% | $4,156-51.0% |
| Participant deferral / active EE | $3,460 | $4,726-26.8% | $4,088-15.4% | $6,407-46.0% |
| Admin fee / account holder | $5,225 | $8,403-37.8% | $7,189-27.3% | $12,270-57.4% |