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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 | $121,504 | $110,137+10.3% | $161,149-24.6% | $82,637+47.0% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 13.33% | 20.69%-7.4pp | 21.16%-7.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,002 | $2,856-64.9% | $4,360-77.0% | $2,552-60.8% |
| Participant deferral / active EE | $4,333 | $4,575-5.3% | $6,153-29.6% | $4,126+5.0% |
| Admin fee / account holder | $2,281 | $9,467-75.9% | $15,194-85.0% | $7,339-68.9% |