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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 | $141,078 | $101,798+38.6% | $165,071-14.5% | $80,935+74.3% |
| Participation rate | 54.3% | 71.8%-17.5pp | 78.6%-24.3pp | 67.7%-13.4pp |
| Annual return | 15.85% | 16.73%-0.9pp | 70.17%-54.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,357 | $2,954-54.1% | $4,347-68.8% | $2,757-50.8% |
| Participant deferral / active EE | $2,447 | $4,476-45.3% | $6,035-59.5% | $4,299-43.1% |
| Admin fee / account holder | $13,054 | $8,221+58.8% | $12,695+2.8% | $6,924+88.5% |