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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 | $128,385 | $95,404+34.6% | $113,397+13.2% | $82,637+55.4% |
| Participation rate | 51.7% | 72.8%-21.1pp | 76.5%-24.8pp | 68.1%-16.3pp |
| Annual return | 16.48% | 19.08%-2.6pp | 23.20%-6.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,285 | $2,307-44.3% | $2,977-56.8% | $2,552-49.6% |
| Participant deferral / active EE | $3,199 | $4,220-24.2% | $5,076-37.0% | $4,126-22.5% |
| Admin fee / account holder | $846 | $9,168-90.8% | $11,957-92.9% | $7,339-88.5% |