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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 | $119,210 | $73,787+61.6% | $98,716+20.8% | $82,448+44.6% |
| Participation rate | 45.5% | 61.4%-16.0pp | 69.3%-23.8pp | 68.1%-22.6pp |
| Annual return | 13.77% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,231 | $1,511-18.5% | $2,279-46.0% | $2,551-51.7% |
| Participant deferral / active EE | $2,639 | $3,081-14.4% | $4,048-34.8% | $4,139-36.3% |
| Admin fee / account holder | $10,642 | $6,500+63.7% | $8,703+22.3% | $7,234+47.1% |