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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 | $126,037 | $37,156+239.2% | $83,854+50.3% | $86,983+44.9% |
| Participation rate | 37.5% | 49.1%-11.6pp | 59.1%-21.6pp | 69.5%-32.0pp |
| Annual return | 15.22% | 29.88%-14.7pp | 31.39%-16.2pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,306 | $661+97.6% | $1,017+28.4% | $2,584-49.5% |
| Participant deferral / active EE | $2,277 | $1,418+60.6% | $2,035+11.9% | $4,194-45.7% |
| Admin fee / account holder | $2,256 | $2,510-10.1% | $3,197-29.4% | $7,856-71.3% |