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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 | $142,150 | $56,894+149.9% | $84,753+67.7% | $62,881+126.1% |
| Participation rate | 41.4% | 68.5%-27.2pp | 76.6%-35.2pp | 69.3%-27.9pp |
| Annual return | 13.03% | 6.30%+6.7pp | 22.78%-9.8pp | 20.14%-7.1pp |
| Employer contribution / active EE | $4,380 | $2,400+82.5% | $3,574+22.5% | $2,281+92.0% |
| Participant deferral / active EE | $2,641 | $2,709-2.5% | $3,712-28.8% | $3,203-17.5% |
| Admin fee / account holder | $2,834 | $3,581-20.9% | $5,333-46.9% | $4,296-34.0% |