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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 | $57,590+95.8% | $86,233+30.7% | $82,448+36.7% |
| Participation rate | 38.1% | 57.9%-19.8pp | 69.0%-30.9pp | 68.1%-30.0pp |
| Annual return | 16.85% | 22.41%-5.6pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,515 | $1,655-8.5% | $2,504-39.5% | $2,551-40.6% |
| Participant deferral / active EE | $2,632 | $3,080-14.5% | $4,559-42.3% | $4,139-36.4% |
| Admin fee / account holder | $17,160 | $4,730+262.8% | $8,342+105.7% | $7,234+137.2% |