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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 | $113,132 | $79,961+41.5% | $98,462+14.9% | $75,177+50.5% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.2%-19.2pp | 67.2%-11.2pp |
| Annual return | 14.78% | 19.75%-5.0pp | 21.17%-6.4pp | 160.75%-146.0pp |
| Employer contribution / active EE | $1,143 | $2,264-49.5% | $3,049-62.5% | $2,671-57.2% |
| Participant deferral / active EE | $1,881 | $3,753-49.9% | $4,738-60.3% | $4,126-54.4% |
| Admin fee / account holder | $3,738 | $6,842-45.4% | $8,875-57.9% | $5,651-33.9% |