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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 | $130,122 | $58,512+122.4% | $84,020+54.9% | $72,983+78.3% |
| Participation rate | 24.1% | 61.2%-37.1pp | 69.0%-44.9pp | 69.5%-45.3pp |
| Annual return | 23.26% | 28.93%-5.7pp | 71.31%-48.1pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,015 | $1,163-12.7% | $1,984-48.8% | $2,440-58.4% |
| Participant deferral / active EE | $4,221 | $2,394+76.3% | $3,239+30.3% | $3,608+17.0% |
| Admin fee / account holder | $3,178 | $4,569-30.4% | $6,101-47.9% | $5,124-38.0% |