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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 | $145,441 | $57,061+154.9% | $85,063+71.0% | $80,911+79.8% |
| Participation rate | 27.8% | 56.3%-28.6pp | 67.5%-39.7pp | 67.6%-39.9pp |
| Annual return | 12.10% | 21.66%-9.6pp | 66.54%-54.4pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,012 | $1,799-43.7% | $2,727-62.9% | $2,756-63.3% |
| Participant deferral / active EE | $2,496 | $3,110-19.8% | $4,523-44.8% | $4,297-41.9% |
| Admin fee / account holder | $1,215 | $4,986-75.6% | $6,155-80.3% | $6,935-82.5% |