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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 | $119,199 | $86,940+37.1% | $102,434+16.4% | $80,935+47.3% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.7%-14.9pp |
| Annual return | 12.65% | 18.89%-6.2pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,520 | $2,370-35.9% | $3,023-49.7% | $2,757-44.9% |
| Participant deferral / active EE | $5,172 | $4,121+25.5% | $5,055+2.3% | $4,299+20.3% |
| Admin fee / account holder | $44,023 | $8,047+447.1% | $9,462+365.3% | $6,924+535.8% |