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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 | $124,010 | $81,476+52.2% | $102,383+21.1% | $80,925+53.2% |
| Participation rate | 41.9% | 66.8%-24.9pp | 74.5%-32.6pp | 67.7%-25.7pp |
| Annual return | 10.85% | 25.59%-14.7pp | 24.94%-14.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $1,601 | $3,105-48.4% | $3,870-58.6% | $2,756-41.9% |
| Participant deferral / active EE | $2,123 | $3,871-45.1% | $5,060-58.0% | $4,299-50.6% |
| Admin fee / account holder | $1,801 | $6,717-73.2% | $8,391-78.5% | $6,940-74.0% |