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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 | $133,178 | $72,269+84.3% | $101,271+31.5% | $79,852+66.8% |
| Participation rate | 38.4% | 68.5%-30.1pp | 75.8%-37.5pp | 69.6%-31.3pp |
| Annual return | 13.58% | 22.29%-8.7pp | 46.48%-32.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,106 | $2,692-58.9% | $3,660-69.8% | $2,471-55.3% |
| Participant deferral / active EE | $2,345 | $3,282-28.5% | $4,371-46.3% | $3,740-37.3% |
| Admin fee / account holder | $5,049 | $4,401+14.7% | $5,948-15.1% | $5,306-4.8% |