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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 | $121,346 | $67,894+78.7% | $89,340+35.8% | $82,448+47.2% |
| Participation rate | 19.5% | 64.0%-44.5pp | 69.6%-50.1pp | 68.1%-48.6pp |
| Annual return | 16.75% | 19.21%-2.5pp | 20.57%-3.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $832 | $1,828-54.5% | $2,231-62.7% | $2,551-67.4% |
| Participant deferral / active EE | $2,073 | $3,072-32.5% | $3,823-45.8% | $4,139-49.9% |
| Admin fee / account holder | $10,327 | $5,723+80.5% | $6,704+54.1% | $7,234+42.8% |