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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 | $77,419 | $66,275+16.8% | $163,379-52.6% | $64,097+20.8% |
| Participation rate | 33.6% | 54.1%-20.4pp | 76.8%-43.2pp | 55.2%-21.6pp |
| Annual return | 19.34% | 32.72%-13.4pp | 63.41%-44.1pp | 34.64%-15.3pp |
| Employer contribution / active EE | $1,370 | $1,521-9.9% | $3,752-63.5% | $1,891-27.6% |
| Participant deferral / active EE | $2,828 | $3,126-9.5% | $6,282-55.0% | $3,080-8.2% |
| Admin fee / account holder | $14,677 | $4,569+221.3% | $9,818+49.5% | $3,454+324.9% |