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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 | $59,440+100.9% | $78,004+53.1% | $82,637+44.5% |
| Participation rate | 47.2% | 62.8%-15.6pp | 69.4%-22.2pp | 68.1%-20.8pp |
| Annual return | 13.61% | 40.24%-26.6pp | 31.07%-17.5pp | 53.51%-39.9pp |
| Employer contribution / active EE | $943 | $1,750-46.1% | $2,469-61.8% | $2,552-63.1% |
| Participant deferral / active EE | $2,948 | $3,138-6.1% | $4,092-28.0% | $4,126-28.6% |
| Admin fee / account holder | $2,714 | $5,504-50.7% | $7,578-64.2% | $7,339-63.0% |