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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 | $113,184 | $71,230+58.9% | $93,727+20.8% | $80,959+39.8% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.5pp | 67.7%-12.5pp |
| Annual return | 15.93% | 11.26%+4.7pp | 133.83%-117.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,273 | $1,565-18.7% | $2,421-47.4% | $2,757-53.8% |
| Participant deferral / active EE | $3,137 | $4,037-22.3% | $4,417-29.0% | $4,300-27.1% |
| Admin fee / account holder | $16,197 | $6,961+132.7% | $8,292+95.3% | $6,925+133.9% |