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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 | $137,775 | $87,059+58.3% | $105,608+30.5% | $80,925+70.3% |
| Participation rate | 55.8% | 70.4%-14.6pp | 75.3%-19.5pp | 67.7%-11.8pp |
| Annual return | 12.62% | 17.05%-4.4pp | 116.50%-103.9pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,454 | $2,396-39.3% | $3,167-54.1% | $2,756-47.2% |
| Participant deferral / active EE | $5,816 | $3,986+45.9% | $5,010+16.1% | $4,299+35.3% |
| Admin fee / account holder | $13,419 | $8,443+58.9% | $11,028+21.7% | $6,940+93.4% |