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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 | $133,410 | $67,602+97.3% | $82,312+62.1% | $70,126+90.2% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 19.54% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,666 | $1,755-5.1% | $2,428-31.4% | $2,343-28.9% |
| Participant deferral / active EE | $3,240 | $2,987+8.5% | $3,706-12.6% | $3,332-2.7% |
| Admin fee / account holder | $1,050 | $4,512-76.7% | $5,608-81.3% | $4,645-77.4% |