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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 | $80,118 | $58,523+36.9% | $99,475-19.5% | $72,975+9.8% |
| Participation rate | 35.3% | 64.6%-29.3pp | 73.8%-38.5pp | 69.5%-34.2pp |
| Annual return | 17.20% | 28.51%-11.3pp | 30.72%-13.5pp | 81.01%-63.8pp |
| Employer contribution / active EE | $1,025 | $1,512-32.2% | $2,540-59.7% | $2,440-58.0% |
| Participant deferral / active EE | $2,050 | $2,606-21.3% | $3,619-43.4% | $3,608-43.2% |
| Admin fee / account holder | $18,522 | $4,102+351.5% | $6,252+196.2% | $5,124+261.5% |