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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 | $144,625 | $77,574+86.4% | $108,753+33.0% | $86,983+66.3% |
| Participation rate | 47.9% | 62.3%-14.4pp | 71.1%-23.2pp | 69.5%-21.6pp |
| Annual return | 16.88% | 18.42%-1.5pp | 37.47%-20.6pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,810 | $1,611+12.3% | $2,427-25.4% | $2,584-30.0% |
| Participant deferral / active EE | $5,103 | $3,128+63.1% | $4,115+24.0% | $4,194+21.7% |
| Admin fee / account holder | $15,098 | $6,529+131.3% | $10,320+46.3% | $7,856+92.2% |