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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 | $111,431 | $45,312+145.9% | $86,233+29.2% | $67,986+63.9% |
| Participation rate | 37.5% | 42.4%-4.9pp | 69.0%-31.5pp | 57.2%-19.7pp |
| Annual return | 14.35% | 24.79%-10.4pp | 61.39%-47.0pp | 31.67%-17.3pp |
| Employer contribution / active EE | $981 | $1,160-15.4% | $2,504-60.8% | $2,019-51.4% |
| Participant deferral / active EE | $2,469 | $2,185+13.0% | $4,559-45.9% | $3,358-26.5% |
| Admin fee / account holder | $3,799 | $3,295+15.3% | $8,342-54.5% | $3,203+18.6% |