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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 | $112,741 | $58,848+91.6% | $88,179+27.9% | $82,637+36.4% |
| Participation rate | 38.1% | 57.9%-19.8pp | 69.1%-31.0pp | 68.1%-30.0pp |
| Annual return | 16.85% | 22.76%-5.9pp | 64.97%-48.1pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,515 | $1,678-9.7% | $2,549-40.6% | $2,552-40.6% |
| Participant deferral / active EE | $2,632 | $3,124-15.7% | $4,614-42.9% | $4,126-36.2% |
| Admin fee / account holder | $17,160 | $4,795+257.9% | $7,673+123.6% | $7,339+133.8% |