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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 | $137,514 | $74,535+84.5% | $100,712+36.5% | $82,637+66.4% |
| Participation rate | 45.9% | 61.2%-15.2pp | 69.3%-23.3pp | 68.1%-22.1pp |
| Annual return | 15.39% | 18.92%-3.5pp | 33.27%-17.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,238 | $1,503-17.6% | $2,313-46.5% | $2,552-51.5% |
| Participant deferral / active EE | $2,921 | $3,074-5.0% | $4,085-28.5% | $4,126-29.2% |
| Admin fee / account holder | $13,373 | $6,576+103.4% | $9,256+44.5% | $7,339+82.2% |