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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 | $119,362 | $72,290+65.1% | $260,467-54.2% | $69,733+71.2% |
| Participation rate | 41.4% | 62.1%-20.7pp | 80.5%-39.0pp | 62.5%-21.0pp |
| Annual return | 11.93% | 15.52%-3.6pp | 100.60%-88.7pp | 15.22%-3.3pp |
| Employer contribution / active EE | $1,449 | $2,277-36.4% | $4,239-65.8% | $2,250-35.6% |
| Participant deferral / active EE | $2,584 | $3,176-18.7% | $6,319-59.1% | $3,054-15.4% |
| Admin fee / account holder | $25,432 | $6,687+280.3% | $15,461+64.5% | $3,102+719.9% |