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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 | $121,748 | $72,272+68.5% | $101,264+20.2% | $79,858+52.5% |
| Participation rate | 48.3% | 68.5%-20.2pp | 75.8%-27.5pp | 69.6%-21.4pp |
| Annual return | 17.62% | 22.30%-4.7pp | 46.48%-28.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $2,272 | $2,692-15.6% | $3,660-37.9% | $2,471-8.1% |
| Participant deferral / active EE | $6,659 | $3,282+102.9% | $4,370+52.4% | $3,740+78.0% |
| Admin fee / account holder | $13,565 | $4,401+208.2% | $5,947+128.1% | $5,306+155.6% |