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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 | $125,143 | $106,749+17.2% | $145,433-14.0% | $82,448+51.8% |
| Participation rate | 47.8% | 75.6%-27.8pp | 82.1%-34.3pp | 68.1%-20.2pp |
| Annual return | 16.87% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,139 | $3,444-66.9% | $4,554-75.0% | $2,551-55.3% |
| Participant deferral / active EE | $2,828 | $6,519-56.6% | $7,897-64.2% | $4,139-31.7% |
| Admin fee / account holder | $19,628 | $8,390+133.9% | $13,129+49.5% | $7,234+171.3% |