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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 | $142,111 | $76,564+85.6% | $105,582+34.6% | $94,015+51.2% |
| Participation rate | 50.0% | 65.2%-15.2pp | 71.8%-21.8pp | 70.8%-20.8pp |
| Annual return | 24.80% | 20.69%+4.1pp | 18.61%+6.2pp | 17.84%+7.0pp |
| Employer contribution / active EE | $534 | $1,995-73.3% | $2,984-82.1% | $2,790-80.9% |
| Participant deferral / active EE | $2,731 | $3,320-17.7% | $4,353-37.3% | $4,249-35.7% |
| Admin fee / account holder | $10,895 | $7,129+52.8% | $12,856-15.3% | $8,951+21.7% |