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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 | $139,770 | $64,920+115.3% | $103,693+34.8% | $86,983+60.7% |
| Participation rate | 34.9% | 63.6%-28.7pp | 72.6%-37.7pp | 69.5%-34.6pp |
| Annual return | 13.53% | 30.29%-16.8pp | 47.61%-34.1pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,196 | $2,141-44.2% | $2,920-59.1% | $2,584-53.7% |
| Participant deferral / active EE | $3,435 | $3,241+6.0% | $4,579-25.0% | $4,194-18.1% |
| Admin fee / account holder | $14,688 | $6,191+137.2% | $7,858+86.9% | $7,856+87.0% |