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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 | $127,481 | $65,361+95.0% | $92,903+37.2% | $72,983+74.7% |
| Participation rate | 44.1% | 68.3%-24.2pp | 76.0%-31.9pp | 69.5%-25.4pp |
| Annual return | 22.79% | 42.11%-19.3pp | 109.43%-86.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,634 | $2,594-37.0% | $3,653-55.3% | $2,440-33.0% |
| Participant deferral / active EE | $2,705 | $3,128-13.5% | $4,238-36.2% | $3,608-25.0% |
| Admin fee / account holder | $1,893 | $4,251-55.5% | $5,795-67.3% | $5,124-63.1% |