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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 | $101,752+38.6% | $164,928-14.5% | $80,911+74.4% |
| Participation rate | 54.3% | 71.8%-17.6pp | 78.6%-24.3pp | 67.6%-13.4pp |
| Annual return | 15.85% | 16.73%-0.9pp | 70.08%-54.2pp | 35.63%-19.8pp |
| Employer contribution / active EE | $1,357 | $2,953-54.0% | $4,343-68.8% | $2,756-50.8% |
| Participant deferral / active EE | $2,447 | $4,477-45.3% | $6,034-59.4% | $4,297-43.1% |
| Admin fee / account holder | $13,054 | $8,218+58.9% | $12,684+2.9% | $6,935+88.3% |