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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 | $118,127 | $73,978+59.7% | $96,515+22.4% | $75,173+57.1% |
| Participation rate | 49.0% | 66.4%-17.4pp | 74.3%-25.4pp | 67.2%-18.2pp |
| Annual return | 15.61% | 26.72%-11.1pp | 35.73%-20.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $1,262 | $2,931-56.9% | $3,740-66.3% | $2,671-52.8% |
| Participant deferral / active EE | $2,385 | $3,660-34.8% | $4,880-51.1% | $4,126-42.2% |
| Admin fee / account holder | $8,028 | $5,219+53.8% | $6,735+19.2% | $5,651+42.1% |