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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 | $118,733 | $101,798+16.6% | $165,071-28.1% | $80,935+46.7% |
| Participation rate | 42.9% | 71.8%-29.0pp | 78.6%-35.8pp | 67.7%-24.8pp |
| Annual return | 18.74% | 16.73%+2.0pp | 70.17%-51.4pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,535 | $2,954-48.0% | $4,347-64.7% | $2,757-44.3% |
| Participant deferral / active EE | $5,294 | $4,476+18.3% | $6,035-12.3% | $4,299+23.1% |
| Admin fee / account holder | $27,038 | $8,221+228.9% | $12,695+113.0% | $6,924+290.5% |