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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 | $138,608 | $72,269+91.8% | $101,271+36.9% | $79,852+73.6% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 14.65% | 22.29%-7.6pp | 46.48%-31.8pp | 31.72%-17.1pp |
| Employer contribution / active EE | $998 | $2,692-62.9% | $3,660-72.7% | $2,471-59.6% |
| Participant deferral / active EE | $4,064 | $3,282+23.8% | $4,371-7.0% | $3,740+8.7% |
| Admin fee / account holder | $11,621 | $4,401+164.1% | $5,948+95.4% | $5,306+119.0% |