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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 | $124,797 | $77,814+60.4% | $158,223-21.1% | $86,983+43.5% |
| Participation rate | 34.2% | 68.4%-34.2pp | 79.2%-45.0pp | 69.5%-35.3pp |
| Annual return | 15.53% | 30.54%-15.0pp | 52.09%-36.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,502 | $2,592-42.1% | $4,109-63.4% | $2,584-41.9% |
| Participant deferral / active EE | $2,905 | $3,270-11.2% | $5,467-46.9% | $4,194-30.7% |
| Admin fee / account holder | $27,037 | $5,879+359.9% | $16,047+68.5% | $7,856+244.2% |