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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 | $123,931 | $72,273+71.5% | $101,275+22.4% | $79,856+55.2% |
| Participation rate | 31.3% | 68.5%-37.2pp | 75.8%-44.6pp | 69.6%-38.4pp |
| Annual return | 19.41% | 22.30%-2.9pp | 46.48%-27.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,076 | $2,691-60.0% | $3,660-70.6% | $2,471-56.5% |
| Participant deferral / active EE | $2,511 | $3,282-23.5% | $4,371-42.6% | $3,741-32.9% |
| Admin fee / account holder | $9,121 | $4,401+107.2% | $5,948+53.3% | $5,306+71.9% |