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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 | $131,056 | $78,423+67.1% | $95,964+36.6% | $79,856+64.1% |
| Participation rate | 23.9% | 73.5%-49.6pp | 77.1%-53.2pp | 69.6%-45.7pp |
| Annual return | 22.10% | 19.37%+2.7pp | 91.64%-69.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $2,067 | $1,945+6.3% | $2,541-18.7% | $2,471-16.3% |
| Participant deferral / active EE | $3,417 | $3,440-0.7% | $4,167-18.0% | $3,741-8.7% |
| Admin fee / account holder | $4,114 | $5,622-26.8% | $6,797-39.5% | $5,306-22.5% |