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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 | $139,087 | $57,590+141.5% | $86,233+61.3% | $82,448+68.7% |
| Participation rate | 41.7% | 57.9%-16.2pp | 69.0%-27.4pp | 68.1%-26.4pp |
| Annual return | 17.91% | 22.41%-4.5pp | 61.39%-43.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $962 | $1,655-41.9% | $2,504-61.6% | $2,551-62.3% |
| Participant deferral / active EE | $2,399 | $3,080-22.1% | $4,559-47.4% | $4,139-42.0% |
| Admin fee / account holder | $25,458 | $4,730+438.2% | $8,342+205.2% | $7,234+251.9% |