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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 | $95,453+34.5% | $112,040+14.6% | $82,448+55.7% |
| Participation rate | 51.7% | 72.8%-21.0pp | 76.5%-24.8pp | 68.1%-16.3pp |
| Annual return | 16.48% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,285 | $2,318-44.5% | $2,954-56.5% | $2,551-49.6% |
| Participant deferral / active EE | $3,199 | $4,224-24.3% | $5,098-37.2% | $4,139-22.7% |
| Admin fee / account holder | $846 | $9,013-90.6% | $12,098-93.0% | $7,234-88.3% |