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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 | $131,956 | $56,894+131.9% | $84,753+55.7% | $62,881+109.8% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 12.62% | 6.30%+6.3pp | 22.78%-10.2pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,523 | $2,400-36.5% | $3,574-57.4% | $2,281-33.2% |
| Participant deferral / active EE | $7,245 | $2,709+167.4% | $3,712+95.2% | $3,203+126.2% |
| Admin fee / account holder | $5,338 | $3,581+49.1% | $5,333+0.1% | $4,296+24.3% |