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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 | $112,201 | $83,898+33.7% | $133,346-15.9% | $94,015+19.3% |
| Participation rate | 48.5% | 63.4%-14.9pp | 72.8%-24.4pp | 70.8%-22.3pp |
| Annual return | 16.46% | 16.00%+0.5pp | 36.85%-20.4pp | 17.84%-1.4pp |
| Employer contribution / active EE | $1,114 | $1,821-38.8% | $2,853-61.0% | $2,790-60.1% |
| Participant deferral / active EE | $4,847 | $3,245+49.4% | $4,332+11.9% | $4,249+14.1% |
| Admin fee / account holder | $18,677 | $7,809+139.2% | $14,264+30.9% | $8,951+108.7% |