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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 | $124,431 | $58,848+111.4% | $88,179+41.1% | $82,637+50.6% |
| Participation rate | 44.0% | 57.9%-13.9pp | 69.1%-25.1pp | 68.1%-24.1pp |
| Annual return | 21.41% | 22.76%-1.3pp | 64.97%-43.6pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,188 | $1,678-29.2% | $2,549-53.4% | $2,552-53.5% |
| Participant deferral / active EE | $3,950 | $3,124+26.5% | $4,614-14.4% | $4,126-4.3% |
| Admin fee / account holder | $1,529 | $4,795-68.1% | $7,673-80.1% | $7,339-79.2% |