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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 | $145,583 | $97,648+49.1% | $121,663+19.7% | $87,485+66.4% |
| Participation rate | 26.9% | 70.5%-43.5pp | 74.5%-47.6pp | 68.9%-42.0pp |
| Annual return | 17.48% | 18.03%-0.5pp | 147.54%-130.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,023 | $2,300-55.5% | $3,020-66.1% | $2,596-60.6% |
| Participant deferral / active EE | $2,782 | $3,923-29.1% | $4,887-43.1% | $4,274-34.9% |
| Admin fee / account holder | $15,606 | $11,100+40.6% | $14,289+9.2% | $7,775+100.7% |