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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 | $124,111 | $59,332+109.2% | $90,223+37.6% | $59,633+108.1% |
| Participation rate | 56.8% | 71.9%-15.1pp | 79.0%-22.2pp | 68.7%-11.9pp |
| Annual return | 5.13% | 3.25%+1.9pp | 1.31%+3.8pp | 2041.45%-2036.3pp |
| Employer contribution / active EE | $3,229 | $3,031+6.5% | $4,378-26.3% | $2,203+46.6% |
| Participant deferral / active EE | $6,540 | $4,369+49.7% | $5,792+12.9% | $3,192+104.9% |
| Admin fee / account holder | $13,784 | $5,032+173.9% | $7,406+86.1% | $4,297+220.8% |