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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 | $137,895 | $106,749+29.2% | $145,433-5.2% | $82,448+67.3% |
| Participation rate | 12.2% | 75.6%-63.5pp | 82.1%-69.9pp | 68.1%-55.9pp |
| Annual return | 17.28% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,036 | $3,444+46.2% | $4,554+10.6% | $2,551+97.4% |
| Participant deferral / active EE | $6,062 | $6,519-7.0% | $7,897-23.2% | $4,139+46.4% |
| Admin fee / account holder | $14,500 | $8,390+72.8% | $13,129+10.4% | $7,234+100.4% |