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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 | $118,753 | $71,534+66.0% | $98,462+20.6% | $71,529+66.0% |
| Participation rate | 42.0% | 72.7%-30.7pp | 75.2%-33.2pp | 67.9%-25.9pp |
| Annual return | 15.76% | 32.44%-16.7pp | 21.17%-5.4pp | 28.97%-13.2pp |
| Employer contribution / active EE | $1,218 | $2,399-49.3% | $3,049-60.1% | $2,590-53.0% |
| Participant deferral / active EE | $2,940 | $4,109-28.4% | $4,738-38.0% | $4,291-31.5% |
| Admin fee / account holder | $3,532 | $1,677+110.7% | $8,875-60.2% | $1,588+122.4% |