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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 | $131,170 | $51,222+156.1% | $70,544+85.9% | $75,173+74.5% |
| Participation rate | 42.1% | 61.0%-18.9pp | 68.4%-26.2pp | 67.2%-25.1pp |
| Annual return | 24.93% | 30.06%-5.1pp | 32.79%-7.9pp | 160.72%-135.8pp |
| Employer contribution / active EE | $944 | $1,827-48.3% | $2,976-68.3% | $2,671-64.6% |
| Participant deferral / active EE | $2,545 | $2,850-10.7% | $4,568-44.3% | $4,126-38.3% |
| Admin fee / account holder | $28,323 | $4,096+591.5% | $6,427+340.7% | $5,651+401.2% |