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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 | $108,174 | $41,016+163.7% | $152,093-28.9% | $64,097+68.8% |
| Participation rate | 37.5% | 51.3%-13.8pp | 77.8%-40.3pp | 55.2%-17.7pp |
| Annual return | 14.63% | 39.60%-25.0pp | 66.36%-51.7pp | 34.64%-20.0pp |
| Employer contribution / active EE | $1,504 | $1,342+12.0% | $4,175-64.0% | $1,891-20.5% |
| Participant deferral / active EE | $3,711 | $1,927+92.5% | $5,451-31.9% | $3,080+20.5% |
| Admin fee / account holder | $12,497 | $2,305+442.1% | $14,497-13.8% | $3,454+261.8% |