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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 | $135,380 | $65,208+107.6% | $90,796+49.1% | $71,012+90.6% |
| Participation rate | 16.3% | 54.6%-38.3pp | 69.5%-53.2pp | 58.6%-42.2pp |
| Annual return | 18.80% | 18.25%+0.6pp | 19.29%-0.5pp | 37.67%-18.9pp |
| Employer contribution / active EE | $952 | $1,855-48.7% | $2,294-58.5% | $2,348-59.5% |
| Participant deferral / active EE | $1,538 | $2,737-43.8% | $3,822-59.8% | $3,246-52.6% |
| Admin fee / account holder | $2,353 | $1,639+43.6% | $7,024-66.5% | $1,167+101.6% |