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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 | $119,693 | $81,476+46.9% | $102,383+16.9% | $80,925+47.9% |
| Participation rate | 48.4% | 66.8%-18.5pp | 74.5%-26.1pp | 67.7%-19.3pp |
| Annual return | 13.33% | 25.59%-12.3pp | 24.94%-11.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,901 | $3,105-38.8% | $3,870-50.9% | $2,756-31.0% |
| Participant deferral / active EE | $3,253 | $3,871-16.0% | $5,060-35.7% | $4,299-24.3% |
| Admin fee / account holder | $1,223 | $6,717-81.8% | $8,391-85.4% | $6,940-82.4% |