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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 | $111,784 | $67,602+65.4% | $82,312+35.8% | $70,126+59.4% |
| Participation rate | 38.0% | 72.8%-34.8pp | 76.9%-38.9pp | 69.5%-31.5pp |
| Annual return | 16.28% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,001 | $1,755-43.0% | $2,428-58.8% | $2,343-57.3% |
| Participant deferral / active EE | $1,614 | $2,987-46.0% | $3,706-56.4% | $3,332-51.6% |
| Admin fee / account holder | $1,202 | $4,512-73.4% | $5,608-78.6% | $4,645-74.1% |