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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 | $131,938 | $37,446+252.3% | $77,513+70.2% | $79,852+65.2% |
| Participation rate | 23.8% | 41.5%-17.7pp | 54.2%-30.4pp | 69.6%-45.8pp |
| Annual return | 12.56% | 39.76%-27.2pp | 54.81%-42.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $726 | $637+13.9% | $987-26.4% | $2,471-70.6% |
| Participant deferral / active EE | $1,331 | $1,261+5.6% | $1,861-28.5% | $3,740-64.4% |
| Admin fee / account holder | $3,914 | $2,506+56.2% | $2,859+36.9% | $5,306-26.2% |