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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 | $135,812 | $58,057+133.9% | $97,032+40.0% | $86,983+56.1% |
| Participation rate | 54.8% | 60.4%-5.5pp | 71.6%-16.7pp | 69.5%-14.7pp |
| Annual return | 19.25% | 22.26%-3.0pp | 35.38%-16.1pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,430 | $1,663-14.1% | $2,629-45.6% | $2,584-44.7% |
| Participant deferral / active EE | $3,129 | $3,244-3.5% | $4,672-33.0% | $4,194-25.4% |
| Admin fee / account holder | $5,772 | $4,839+19.3% | $9,418-38.7% | $7,856-26.5% |