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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 | $88,203 | $57,590+53.2% | $86,233+2.3% | $82,448+7.0% |
| Participation rate | 39.7% | 57.9%-18.2pp | 69.0%-29.3pp | 68.1%-28.4pp |
| Annual return | 15.22% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,614 | $1,655-2.5% | $2,504-35.6% | $2,551-36.7% |
| Participant deferral / active EE | $3,985 | $3,080+29.4% | $4,559-12.6% | $4,139-3.7% |
| Admin fee / account holder | $18,470 | $4,730+290.5% | $8,342+121.4% | $7,234+155.3% |