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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 | $119,488 | $73,978+61.5% | $96,515+23.8% | $75,173+59.0% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.1pp |
| Annual return | 17.43% | 26.72%-9.3pp | 35.73%-18.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,584 | $2,931-45.9% | $3,740-57.6% | $2,671-40.7% |
| Participant deferral / active EE | $3,250 | $3,660-11.2% | $4,880-33.4% | $4,126-21.2% |
| Admin fee / account holder | $9,660 | $5,219+85.1% | $6,735+43.4% | $5,651+71.0% |