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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 | $127,687 | $77,896+63.9% | $134,172-4.8% | $82,448+54.9% |
| Participation rate | 42.6% | 62.8%-20.2pp | 72.5%-29.8pp | 68.1%-25.4pp |
| Annual return | 14.73% | 18.21%-3.5pp | 25.30%-10.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,205 | $2,159-44.2% | $3,420-64.8% | $2,551-52.8% |
| Participant deferral / active EE | $3,074 | $3,162-2.8% | $4,690-34.5% | $4,139-25.7% |
| Admin fee / account holder | $14,297 | $6,336+125.6% | $12,016+19.0% | $7,234+97.6% |