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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 | $117,486 | $71,197+65.0% | $93,669+25.4% | $80,925+45.2% |
| Participation rate | 36.8% | 60.4%-23.6pp | 68.7%-31.9pp | 67.7%-30.8pp |
| Annual return | 14.03% | 11.27%+2.8pp | 133.59%-119.6pp | 35.65%-21.6pp |
| Employer contribution / active EE | $674 | $1,565-57.0% | $2,424-72.2% | $2,756-75.6% |
| Participant deferral / active EE | $1,636 | $4,036-59.5% | $4,416-62.9% | $4,299-61.9% |
| Admin fee / account holder | $8,473 | $6,959+21.8% | $8,291+2.2% | $6,940+22.1% |