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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 | $119,581 | $54,757+118.4% | $90,304+32.4% | $72,975+63.9% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.3%-33.3pp | 69.5%-29.5pp |
| Annual return | 24.24% | 30.63%-6.4pp | 78.13%-53.9pp | 81.01%-56.8pp |
| Employer contribution / active EE | $579 | $2,093-72.3% | $2,855-79.7% | $2,440-76.3% |
| Participant deferral / active EE | $2,107 | $2,887-27.0% | $3,885-45.8% | $3,608-41.6% |
| Admin fee / account holder | $24,387 | $3,973+513.8% | $5,354+355.5% | $5,124+375.9% |