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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 | $74,535+94.0% | $100,712+43.6% | $82,637+75.0% |
| Participation rate | 47.9% | 61.2%-13.3pp | 69.3%-21.4pp | 68.1%-20.1pp |
| Annual return | 16.88% | 18.92%-2.0pp | 33.27%-16.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,810 | $1,503+20.4% | $2,313-21.8% | $2,552-29.1% |
| Participant deferral / active EE | $5,103 | $3,074+66.0% | $4,085+24.9% | $4,126+23.7% |
| Admin fee / account holder | $15,098 | $6,576+129.6% | $9,256+63.1% | $7,339+105.7% |