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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 | $58,848+130.8% | $88,179+54.0% | $82,637+64.3% |
| Participation rate | 54.8% | 57.9%-3.1pp | 69.1%-14.3pp | 68.1%-13.2pp |
| Annual return | 19.25% | 22.76%-3.5pp | 64.97%-45.7pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,430 | $1,678-14.8% | $2,549-43.9% | $2,552-44.0% |
| Participant deferral / active EE | $3,129 | $3,124+0.2% | $4,614-32.2% | $4,126-24.2% |
| Admin fee / account holder | $5,772 | $4,795+20.4% | $7,673-24.8% | $7,339-21.3% |