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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 | $141,572 | $55,713+154.1% | $75,894+86.5% | $72,983+94.0% |
| Participation rate | 20.3% | 61.1%-40.8pp | 69.3%-49.0pp | 69.5%-49.2pp |
| Annual return | 20.00% | 27.60%-7.6pp | 30.76%-10.8pp | 81.01%-61.0pp |
| Employer contribution / active EE | $2,004 | $1,687+18.8% | $2,501-19.9% | $2,440-17.9% |
| Participant deferral / active EE | $3,485 | $2,634+32.3% | $3,603-3.3% | $3,608-3.4% |
| Admin fee / account holder | $9,652 | $3,980+142.5% | $5,420+78.1% | $5,124+88.4% |