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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 | $124,043 | $65,712+88.8% | $57,196+116.9% | $273,972-54.7% |
| Participation rate | 56.3% | 78.3%-22.1pp | 75.3%-19.1pp | 83.0%-26.8pp |
| Annual return | 7.75% | 22.01%-14.3pp | 14.59%-6.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,952 | $3,280+20.5% | $2,683+47.3% | $4,869-18.8% |
| Participant deferral / active EE | $5,299 | $3,782+40.1% | $3,096+71.1% | $5,287+0.2% |
| Admin fee / account holder | $2,473 | $4,838-48.9% | $3,141-21.2% | $10,133-75.6% |