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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 | $116,819 | $75,541+54.6% | $152,093-23.2% | $82,637+41.4% |
| Participation rate | 45.0% | 66.5%-21.5pp | 77.8%-32.8pp | 68.1%-23.1pp |
| Annual return | 17.31% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,078 | $2,622-58.9% | $4,175-74.2% | $2,552-57.8% |
| Participant deferral / active EE | $3,616 | $3,206+12.8% | $5,451-33.7% | $4,126-12.4% |
| Admin fee / account holder | $1,589 | $6,405-75.2% | $14,497-89.0% | $7,339-78.4% |