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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 | $112,131 | $76,407+46.8% | $150,298-25.4% | $82,448+36.0% |
| Participation rate | 61.8% | 66.4%-4.6pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 14.92% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,156 | $2,614-55.8% | $4,154-72.2% | $2,551-54.7% |
| Participant deferral / active EE | $2,653 | $3,214-17.5% | $5,453-51.4% | $4,139-35.9% |
| Admin fee / account holder | $16,038 | $6,352+152.5% | $14,116+13.6% | $7,234+121.7% |