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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 | $139,825 | $77,574+80.2% | $108,753+28.6% | $86,983+60.7% |
| Participation rate | 36.6% | 62.3%-25.7pp | 71.1%-34.5pp | 69.5%-33.0pp |
| Annual return | 15.31% | 18.42%-3.1pp | 37.47%-22.2pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,105 | $1,611-31.4% | $2,427-54.5% | $2,584-57.3% |
| Participant deferral / active EE | $2,635 | $3,128-15.8% | $4,115-36.0% | $4,194-37.2% |
| Admin fee / account holder | $1,537 | $6,529-76.5% | $10,320-85.1% | $7,856-80.4% |