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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 | $111,223 | $81,487+36.5% | $102,412+8.6% | $80,935+37.4% |
| Participation rate | 45.1% | 66.8%-21.7pp | 74.5%-29.4pp | 67.7%-22.6pp |
| Annual return | 20.32% | 25.60%-5.3pp | 24.94%-4.6pp | 35.66%-15.3pp |
| Employer contribution / active EE | $1,641 | $3,103-47.1% | $3,870-57.6% | $2,757-40.5% |
| Participant deferral / active EE | $2,788 | $3,871-28.0% | $5,060-44.9% | $4,299-35.2% |
| Admin fee / account holder | $797 | $6,717-88.1% | $8,388-90.5% | $6,924-88.5% |