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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 | $73,787+86.4% | $98,716+39.3% | $82,448+66.8% |
| Participation rate | 45.9% | 61.4%-15.5pp | 69.3%-23.3pp | 68.1%-22.1pp |
| Annual return | 15.39% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,238 | $1,511-18.1% | $2,279-45.6% | $2,551-51.5% |
| Participant deferral / active EE | $2,921 | $3,081-5.2% | $4,048-27.8% | $4,139-29.4% |
| Admin fee / account holder | $13,373 | $6,500+105.7% | $8,703+53.7% | $7,234+84.9% |