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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 | $133,539 | $49,249+171.1% | $70,476+89.5% | $79,852+67.2% |
| Participation rate | 31.6% | 69.2%-37.6pp | 75.1%-43.5pp | 69.6%-38.1pp |
| Annual return | 14.47% | 30.09%-15.6pp | 109.12%-94.6pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,572 | $2,100-25.2% | $2,738-42.6% | $2,471-36.4% |
| Participant deferral / active EE | $2,417 | $2,769-12.7% | $3,710-34.9% | $3,740-35.4% |
| Admin fee / account holder | $1,878 | $2,878-34.7% | $3,847-51.2% | $5,306-64.6% |