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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 | $119,391 | $58,627+103.6% | $76,735+55.6% | $82,448+44.8% |
| Participation rate | 47.2% | 63.2%-16.0pp | 69.5%-22.3pp | 68.1%-20.8pp |
| Annual return | 13.61% | 39.10%-25.5pp | 29.77%-16.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $943 | $1,729-45.5% | $2,454-61.6% | $2,551-63.0% |
| Participant deferral / active EE | $2,948 | $3,134-5.9% | $4,088-27.9% | $4,139-28.8% |
| Admin fee / account holder | $2,714 | $5,323-49.0% | $7,189-62.2% | $7,234-62.5% |