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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 | $118,070 | $94,031+25.6% | $115,768+2.0% | $82,448+43.2% |
| Participation rate | 42.4% | 70.4%-28.0pp | 74.4%-32.0pp | 68.1%-25.6pp |
| Annual return | 17.42% | 20.61%-3.2pp | 100.46%-83.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,228 | $2,323-47.2% | $2,940-58.2% | $2,551-51.9% |
| Participant deferral / active EE | $3,266 | $3,972-17.8% | $4,917-33.6% | $4,139-21.1% |
| Admin fee / account holder | $580 | $10,249-94.3% | $12,439-95.3% | $7,234-92.0% |