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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 | $140,419 | $67,602+107.7% | $82,312+70.6% | $70,126+100.2% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.9%-25.3pp | 69.5%-17.9pp |
| Annual return | 24.15% | 21.57%+2.6pp | 25.88%-1.7pp | 73.15%-49.0pp |
| Employer contribution / active EE | $1,309 | $1,755-25.4% | $2,428-46.1% | $2,343-44.1% |
| Participant deferral / active EE | $3,013 | $2,987+0.9% | $3,706-18.7% | $3,332-9.6% |
| Admin fee / account holder | $515 | $4,512-88.6% | $5,608-90.8% | $4,645-88.9% |