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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 | $132,954 | $73,787+80.2% | $98,716+34.7% | $82,448+61.3% |
| Participation rate | 45.2% | 61.4%-16.2pp | 69.3%-24.1pp | 68.1%-22.9pp |
| Annual return | 13.58% | 18.57%-5.0pp | 31.81%-18.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,756 | $1,511+82.4% | $2,279+21.0% | $2,551+8.1% |
| Participant deferral / active EE | $7,820 | $3,081+153.8% | $4,048+93.2% | $4,139+88.9% |
| Admin fee / account holder | $33,867 | $6,500+421.0% | $8,703+289.2% | $7,234+368.1% |