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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 | $134,887 | $70,430+91.5% | $96,572+39.7% | $85,851+57.1% |
| Participation rate | 58.8% | 61.8%-3.0pp | 69.8%-11.0pp | 69.3%-10.5pp |
| Annual return | 17.36% | 18.58%-1.2pp | 37.79%-20.4pp | 318.63%-301.3pp |
| Employer contribution / active EE | $1,477 | $1,413+4.5% | $2,357-37.4% | $2,565-42.4% |
| Participant deferral / active EE | $2,412 | $2,894-16.7% | $3,850-37.3% | $3,952-39.0% |
| Admin fee / account holder | $3,298 | $4,996-34.0% | $6,183-46.7% | $6,261-47.3% |