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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 | $138,885 | $97,550+42.4% | $120,344+15.4% | $87,485+58.8% |
| Participation rate | 30.8% | 72.8%-42.1pp | 76.7%-45.9pp | 68.9%-38.2pp |
| Annual return | 17.57% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,027 | $2,291-55.2% | $3,020-66.0% | $2,596-60.4% |
| Participant deferral / active EE | $3,093 | $4,230-26.9% | $5,135-39.8% | $4,274-27.6% |
| Admin fee / account holder | $5,508 | $9,543-42.3% | $12,742-56.8% | $7,775-29.1% |