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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 | $139,139 | $57,590+141.6% | $86,233+61.4% | $82,448+68.8% |
| Participation rate | 55.6% | 57.9%-2.3pp | 69.0%-13.5pp | 68.1%-12.5pp |
| Annual return | 13.78% | 22.41%-8.6pp | 61.39%-47.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,568 | $1,655-5.3% | $2,504-37.4% | $2,551-38.5% |
| Participant deferral / active EE | $7,381 | $3,080+139.7% | $4,559+61.9% | $4,139+78.3% |
| Admin fee / account holder | $23,734 | $4,730+401.7% | $8,342+184.5% | $7,234+228.1% |