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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 | $99,237 | $72,027+37.8% | $185,861-46.6% | $79,856+24.3% |
| Participation rate | 45.5% | 65.8%-20.3pp | 78.0%-32.6pp | 69.6%-24.2pp |
| Annual return | 11.78% | 23.13%-11.3pp | 35.96%-24.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,704 | $1,965-13.3% | $4,088-58.3% | $2,471-31.0% |
| Participant deferral / active EE | $2,354 | $3,780-37.7% | $5,634-58.2% | $3,741-37.1% |
| Admin fee / account holder | $24,573 | $4,513+444.5% | $9,503+158.6% | $5,306+363.1% |