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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 | $112,814 | $73,978+52.5% | $96,515+16.9% | $75,173+50.1% |
| Participation rate | 44.4% | 66.4%-22.0pp | 74.3%-29.9pp | 67.2%-22.8pp |
| Annual return | 16.12% | 26.72%-10.6pp | 35.73%-19.6pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,389 | $2,931-52.6% | $3,740-62.9% | $2,671-48.0% |
| Participant deferral / active EE | $2,788 | $3,660-23.8% | $4,880-42.9% | $4,126-32.4% |
| Admin fee / account holder | $10,248 | $5,219+96.4% | $6,735+52.2% | $5,651+81.4% |