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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 | $142,295 | $65,034+118.8% | $90,970+56.4% | $79,856+78.2% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 26.09% | 30.45%-4.4pp | 134.60%-108.5pp | 31.71%-5.6pp |
| Employer contribution / active EE | $1,244 | $1,247-0.3% | $2,122-41.4% | $2,471-49.7% |
| Participant deferral / active EE | $2,495 | $2,512-0.7% | $3,373-26.0% | $3,741-33.3% |
| Admin fee / account holder | $504 | $4,536-88.9% | $5,961-91.5% | $5,306-90.5% |