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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 | $123,680 | $67,411+83.5% | $91,004+35.9% | $70,126+76.4% |
| Participation rate | 53.8% | 71.4%-17.5pp | 75.6%-21.8pp | 69.5%-15.7pp |
| Annual return | 16.11% | -40.16%+56.3pp | 4.60%+11.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $926 | $1,786-48.1% | $2,456-62.3% | $2,343-60.5% |
| Participant deferral / active EE | $3,090 | $2,823+9.5% | $3,548-12.9% | $3,332-7.3% |
| Admin fee / account holder | $2,494 | $4,236-41.1% | $5,417-54.0% | $4,645-46.3% |