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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 | $137,380 | $54,541+151.9% | $78,778+74.4% | $70,126+95.9% |
| Participation rate | 23.8% | 60.8%-37.0pp | 69.2%-45.4pp | 69.5%-45.7pp |
| Annual return | 17.73% | 21.07%-3.3pp | 35.62%-17.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,329 | $1,089+22.1% | $1,986-33.1% | $2,343-43.3% |
| Participant deferral / active EE | $1,672 | $2,210-24.4% | $2,958-43.5% | $3,332-49.8% |
| Admin fee / account holder | $9,451 | $3,709+154.8% | $5,134+84.1% | $4,645+103.4% |