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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 | $72,471+64.7% | $94,215+26.7% | $86,983+37.3% |
| Participation rate | 47.2% | 63.9%-16.6pp | 70.0%-22.7pp | 69.5%-22.3pp |
| Annual return | 13.61% | 26.44%-12.8pp | 28.22%-14.6pp | 25.83%-12.2pp |
| Employer contribution / active EE | $943 | $1,936-51.3% | $2,675-64.8% | $2,584-63.5% |
| Participant deferral / active EE | $2,948 | $3,397-13.2% | $4,276-31.1% | $4,194-29.7% |
| Admin fee / account holder | $2,714 | $6,468-58.0% | $10,216-73.4% | $7,856-65.5% |