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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 | $116,873 | $72,492+61.2% | $87,104+34.2% | $72,975+60.2% |
| Participation rate | 35.9% | 72.8%-36.9pp | 76.9%-41.0pp | 69.5%-33.6pp |
| Annual return | 21.55% | 24.46%-2.9pp | 28.19%-6.6pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,086 | $1,894-42.6% | $2,521-56.9% | $2,440-55.5% |
| Participant deferral / active EE | $1,816 | $3,270-44.5% | $4,048-55.1% | $3,608-49.7% |
| Admin fee / account holder | $14,502 | $5,055+186.9% | $7,491+93.6% | $5,124+183.0% |