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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 | $138,638 | $97,550+42.1% | $120,344+15.2% | $87,485+58.5% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.7%-36.2pp | 68.9%-28.4pp |
| Annual return | 12.25% | 18.41%-6.2pp | 20.30%-8.1pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,303 | $2,291-43.1% | $3,020-56.9% | $2,596-49.8% |
| Participant deferral / active EE | $3,897 | $4,230-7.9% | $5,135-24.1% | $4,274-8.8% |
| Admin fee / account holder | $8,284 | $9,543-13.2% | $12,742-35.0% | $7,775+6.6% |