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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 | $119,833 | $72,471+65.4% | $94,215+27.2% | $86,983+37.8% |
| Participation rate | 35.3% | 63.9%-28.6pp | 70.0%-34.7pp | 69.5%-34.2pp |
| Annual return | 13.47% | 26.44%-13.0pp | 28.22%-14.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,208 | $1,936-37.6% | $2,675-54.8% | $2,584-53.2% |
| Participant deferral / active EE | $2,061 | $3,397-39.3% | $4,276-51.8% | $4,194-50.9% |
| Admin fee / account holder | $58,502 | $6,468+804.5% | $10,216+472.7% | $7,856+644.7% |