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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 | $98,634 | $81,446+21.1% | $103,374-4.6% | $80,874+22.0% |
| Participation rate | 30.0% | 66.9%-36.9pp | 74.5%-44.5pp | 67.6%-37.6pp |
| Annual return | 13.66% | 25.57%-11.9pp | 24.89%-11.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,371 | $3,107-55.9% | $3,869-64.6% | $2,756-50.2% |
| Participant deferral / active EE | $3,194 | $3,870-17.5% | $5,058-36.9% | $4,297-25.7% |
| Admin fee / account holder | $23,571 | $6,715+251.0% | $8,394+180.8% | $6,935+239.9% |