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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 | $142,928 | $56,894+151.2% | $84,753+68.6% | $62,881+127.3% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 5.49% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,170 | $2,400-51.2% | $3,574-67.3% | $2,281-48.7% |
| Participant deferral / active EE | $5,047 | $2,709+86.3% | $3,712+36.0% | $3,203+57.6% |
| Admin fee / account holder | $11,381 | $3,581+217.8% | $5,333+113.4% | $4,296+164.9% |