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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 | $140,709 | $54,541+158.0% | $78,778+78.6% | $70,124+100.7% |
| Participation rate | 45.5% | 60.8%-15.3pp | 69.2%-23.7pp | 69.5%-24.1pp |
| Annual return | 12.23% | 21.07%-8.8pp | 35.62%-23.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,424 | $1,089+30.8% | $1,986-28.3% | $2,342-39.2% |
| Participant deferral / active EE | $3,086 | $2,210+39.6% | $2,958+4.3% | $3,332-7.4% |
| Admin fee / account holder | $1,962 | $3,709-47.1% | $5,134-61.8% | $4,645-57.8% |