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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 | $156,741 | $101,798+54.0% | $165,071-5.0% | $80,935+93.7% |
| Participation rate | 34.3% | 71.8%-37.5pp | 78.6%-44.3pp | 67.7%-33.3pp |
| Annual return | 15.97% | 16.73%-0.8pp | 70.17%-54.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,085 | $2,954-63.3% | $4,347-75.0% | $2,757-60.6% |
| Participant deferral / active EE | $2,834 | $4,476-36.7% | $6,035-53.0% | $4,299-34.1% |
| Admin fee / account holder | $1,128 | $8,221-86.3% | $12,695-91.1% | $6,924-83.7% |