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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 | $136,216 | $86,940+56.7% | $102,434+33.0% | $80,935+68.3% |
| Participation rate | 33.8% | 72.4%-38.6pp | 76.5%-42.7pp | 67.7%-33.8pp |
| Annual return | 16.42% | 18.89%-2.5pp | 29.46%-13.0pp | 35.66%-19.2pp |
| Employer contribution / active EE | $2,128 | $2,370-10.2% | $3,023-29.6% | $2,757-22.8% |
| Participant deferral / active EE | $4,834 | $4,121+17.3% | $5,055-4.4% | $4,299+12.4% |
| Admin fee / account holder | $2,228 | $8,047-72.3% | $9,462-76.5% | $6,924-67.8% |