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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 | $126,724 | $81,487+55.5% | $102,412+23.7% | $80,935+56.6% |
| Participation rate | 27.0% | 66.8%-39.8pp | 74.5%-47.5pp | 67.7%-40.6pp |
| Annual return | 15.12% | 25.60%-10.5pp | 24.94%-9.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,189 | $3,103-61.7% | $3,870-69.3% | $2,757-56.9% |
| Participant deferral / active EE | $2,729 | $3,871-29.5% | $5,060-46.1% | $4,299-36.5% |
| Admin fee / account holder | $8,906 | $6,717+32.6% | $8,388+6.2% | $6,924+28.6% |