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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 | $87,132+67.2% | $105,624+38.0% | $80,959+80.0% |
| Participation rate | 53.2% | 70.4%-17.2pp | 75.3%-22.1pp | 67.7%-14.5pp |
| Annual return | 11.36% | 17.03%-5.7pp | 116.20%-104.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,372 | $2,397-42.7% | $3,168-56.7% | $2,757-50.2% |
| Participant deferral / active EE | $2,787 | $3,985-30.1% | $5,013-44.4% | $4,300-35.2% |
| Admin fee / account holder | $5,465 | $8,449-35.3% | $10,961-50.1% | $6,925-21.1% |