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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 | $129,199 | $106,749+21.0% | $145,433-11.2% | $82,448+56.7% |
| Participation rate | 39.7% | 75.6%-36.0pp | 82.1%-42.5pp | 68.1%-28.4pp |
| Annual return | 17.80% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,114 | $3,444-67.7% | $4,554-75.5% | $2,551-56.3% |
| Participant deferral / active EE | $3,290 | $6,519-49.5% | $7,897-58.3% | $4,139-20.5% |
| Admin fee / account holder | $16,075 | $8,390+91.6% | $13,129+22.4% | $7,234+122.2% |