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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 | $126,722 | $45,082+181.1% | $69,464+82.4% | $72,975+73.7% |
| Participation rate | 16.9% | 68.5%-51.6pp | 74.6%-57.7pp | 69.5%-52.6pp |
| Annual return | 14.00% | 22.66%-8.7pp | 28.98%-15.0pp | 81.01%-67.0pp |
| Employer contribution / active EE | $3,853 | $2,055+87.5% | $2,779+38.6% | $2,440+57.9% |
| Participant deferral / active EE | $2,619 | $2,604+0.6% | $3,536-25.9% | $3,608-27.4% |
| Admin fee / account holder | $6,907 | $3,057+125.9% | $3,840+79.9% | $5,124+34.8% |