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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 | $145,721 | $87,037+67.4% | $106,201+37.2% | $80,874+80.2% |
| Participation rate | 53.2% | 70.4%-17.3pp | 75.3%-22.1pp | 67.6%-14.5pp |
| Annual return | 11.36% | 17.05%-5.7pp | 116.26%-104.9pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,372 | $2,396-42.7% | $3,170-56.7% | $2,756-50.2% |
| Participant deferral / active EE | $2,787 | $3,986-30.1% | $5,012-44.4% | $4,297-35.1% |
| Admin fee / account holder | $5,465 | $8,434-35.2% | $11,039-50.5% | $6,935-21.2% |