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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 | $122,302 | $86,949+40.7% | $102,460+19.4% | $80,959+51.1% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 17.37% | 18.89%-1.5pp | 29.47%-12.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,325 | $2,370-44.1% | $3,025-56.2% | $2,757-51.9% |
| Participant deferral / active EE | $2,562 | $4,121-37.8% | $5,056-49.3% | $4,300-40.4% |
| Admin fee / account holder | $2,480 | $8,048-69.2% | $9,460-73.8% | $6,925-64.2% |