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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 | $58,057+94.2% | $97,032+16.2% | $86,983+29.6% |
| Participation rate | 38.1% | 60.4%-22.3pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 16.85% | 22.26%-5.4pp | 35.38%-18.5pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,515 | $1,663-8.9% | $2,629-42.4% | $2,584-41.4% |
| Participant deferral / active EE | $2,632 | $3,244-18.9% | $4,672-43.7% | $4,194-37.2% |
| Admin fee / account holder | $17,160 | $4,839+254.6% | $9,418+82.2% | $7,856+118.4% |