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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 | $87,059+67.4% | $105,608+38.0% | $80,925+80.1% |
| Participation rate | 53.2% | 70.4%-17.3pp | 75.3%-22.1pp | 67.7%-14.5pp |
| Annual return | 11.36% | 17.05%-5.7pp | 116.50%-105.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,372 | $2,396-42.7% | $3,167-56.7% | $2,756-50.2% |
| Participant deferral / active EE | $2,787 | $3,986-30.1% | $5,010-44.4% | $4,299-35.2% |
| Admin fee / account holder | $5,465 | $8,443-35.3% | $11,028-50.4% | $6,940-21.3% |