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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 | $74,535+78.4% | $100,712+32.0% | $82,637+60.9% |
| Participation rate | 45.2% | 61.2%-16.0pp | 69.3%-24.1pp | 68.1%-22.9pp |
| Annual return | 13.58% | 18.92%-5.3pp | 33.27%-19.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $2,756 | $1,503+83.4% | $2,313+19.2% | $2,552+8.0% |
| Participant deferral / active EE | $7,820 | $3,074+154.4% | $4,085+91.4% | $4,126+89.5% |
| Admin fee / account holder | $33,867 | $6,576+415.0% | $9,256+265.9% | $7,339+361.5% |