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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 | $113,007 | $79,955+41.3% | $98,450+14.8% | $75,181+50.3% |
| Participation rate | 34.5% | 70.4%-35.9pp | 75.2%-40.7pp | 67.2%-32.7pp |
| Annual return | 13.97% | 19.75%-5.8pp | 21.16%-7.2pp | 160.69%-146.7pp |
| Employer contribution / active EE | $1,323 | $2,264-41.5% | $3,049-56.6% | $2,671-50.4% |
| Participant deferral / active EE | $5,185 | $3,752+38.2% | $4,739+9.4% | $4,126+25.7% |
| Admin fee / account holder | $2,267 | $6,841-66.9% | $8,961-74.7% | $5,650-59.9% |