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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 | $136,477 | $97,550+39.9% | $120,344+13.4% | $87,485+56.0% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.7%-49.1pp | 68.9%-41.3pp |
| Annual return | 12.99% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,061 | $2,291-53.7% | $3,020-64.9% | $2,596-59.1% |
| Participant deferral / active EE | $3,222 | $4,230-23.8% | $5,135-37.3% | $4,274-24.6% |
| Admin fee / account holder | $11,657 | $9,543+22.2% | $12,742-8.5% | $7,775+49.9% |