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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 | $142,570 | $97,550+46.2% | $120,344+18.5% | $87,485+63.0% |
| Participation rate | 42.1% | 72.8%-30.7pp | 76.7%-34.6pp | 68.9%-26.8pp |
| Annual return | 19.63% | 18.41%+1.2pp | 20.30%-0.7pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,169 | $2,291-49.0% | $3,020-61.3% | $2,596-55.0% |
| Participant deferral / active EE | $3,318 | $4,230-21.5% | $5,135-35.4% | $4,274-22.4% |
| Admin fee / account holder | $1,966 | $9,543-79.4% | $12,742-84.6% | $7,775-74.7% |