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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 | $127,750 | $58,848+117.1% | $88,179+44.9% | $82,637+54.6% |
| Participation rate | 44.7% | 57.9%-13.2pp | 69.1%-24.4pp | 68.1%-23.3pp |
| Annual return | 20.38% | 22.76%-2.4pp | 64.97%-44.6pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,931 | $1,678+15.1% | $2,549-24.3% | $2,552-24.3% |
| Participant deferral / active EE | $3,995 | $3,124+27.9% | $4,614-13.4% | $4,126-3.2% |
| Admin fee / account holder | $1,868 | $4,795-61.0% | $7,673-75.7% | $7,339-74.5% |