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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 | $126,439 | $58,493+116.2% | $84,023+50.5% | $72,976+73.3% |
| Participation rate | 51.4% | 61.2%-9.8pp | 69.0%-17.6pp | 69.5%-18.1pp |
| Annual return | 23.99% | 28.93%-4.9pp | 71.32%-47.3pp | 81.02%-57.0pp |
| Employer contribution / active EE | $948 | $1,163-18.5% | $1,984-52.2% | $2,440-61.1% |
| Participant deferral / active EE | $2,135 | $2,394-10.8% | $3,239-34.1% | $3,608-40.8% |
| Admin fee / account holder | $11,278 | $4,569+146.8% | $6,102+84.8% | $5,124+120.1% |