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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 | $94,031+54.8% | $115,768+25.8% | $82,448+76.6% |
| Participation rate | 26.9% | 70.4%-43.5pp | 74.4%-47.5pp | 68.1%-41.1pp |
| Annual return | 17.48% | 20.61%-3.1pp | 100.46%-83.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,023 | $2,323-56.0% | $2,940-65.2% | $2,551-59.9% |
| Participant deferral / active EE | $2,782 | $3,972-30.0% | $4,917-43.4% | $4,139-32.8% |
| Admin fee / account holder | $15,606 | $10,249+52.3% | $12,439+25.5% | $7,234+115.7% |