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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 | $134,713 | $77,814+73.1% | $158,223-14.9% | $86,983+54.9% |
| Participation rate | 40.3% | 68.4%-28.2pp | 79.2%-38.9pp | 69.5%-29.3pp |
| Annual return | 15.86% | 30.54%-14.7pp | 52.09%-36.2pp | 25.83%-10.0pp |
| Employer contribution / active EE | $1,476 | $2,592-43.1% | $4,109-64.1% | $2,584-42.9% |
| Participant deferral / active EE | $2,998 | $3,270-8.3% | $5,467-45.2% | $4,194-28.5% |
| Admin fee / account holder | $20,105 | $5,879+242.0% | $16,047+25.3% | $7,856+155.9% |