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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 | $126,902 | $67,602+87.7% | $82,312+54.2% | $70,126+81.0% |
| Participation rate | 31.1% | 72.8%-41.7pp | 76.9%-45.8pp | 69.5%-38.4pp |
| Annual return | 18.81% | 21.57%-2.8pp | 25.88%-7.1pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,299 | $1,755-26.0% | $2,428-46.5% | $2,343-44.5% |
| Participant deferral / active EE | $2,205 | $2,987-26.2% | $3,706-40.5% | $3,332-33.8% |
| Admin fee / account holder | $12,097 | $4,512+168.1% | $5,608+115.7% | $4,645+160.4% |