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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 | $134,424 | $81,358+65.2% | $155,556-13.6% | $80,959+66.0% |
| Participation rate | 44.0% | 66.3%-22.3pp | 78.2%-34.2pp | 67.7%-23.7pp |
| Annual return | 12.58% | 33.39%-20.8pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $7,268 | $3,106+134.0% | $4,675+55.5% | $2,757+163.6% |
| Participant deferral / active EE | $7,554 | $3,455+118.6% | $5,631+34.2% | $4,300+75.7% |
| Admin fee / account holder | $1,867 | $7,994-76.6% | $15,885-88.2% | $6,925-73.0% |