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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 | $143,442 | $101,752+41.0% | $164,928-13.0% | $80,911+77.3% |
| Participation rate | 47.6% | 71.8%-24.2pp | 78.6%-31.0pp | 67.6%-20.0pp |
| Annual return | 16.95% | 16.73%+0.2pp | 70.08%-53.1pp | 35.63%-18.7pp |
| Employer contribution / active EE | $1,097 | $2,953-62.9% | $4,343-74.8% | $2,756-60.2% |
| Participant deferral / active EE | $4,386 | $4,477-2.0% | $6,034-27.3% | $4,297+2.1% |
| Admin fee / account holder | $11,635 | $8,218+41.6% | $12,684-8.3% | $6,935+67.8% |