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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 | $124,164 | $72,027+72.4% | $185,861-33.2% | $79,856+55.5% |
| Participation rate | 49.5% | 65.8%-16.3pp | 78.0%-28.6pp | 69.6%-20.2pp |
| Annual return | 25.18% | 23.13%+2.1pp | 35.96%-10.8pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,543 | $1,965-21.5% | $4,088-62.2% | $2,471-37.5% |
| Participant deferral / active EE | $3,097 | $3,780-18.0% | $5,634-45.0% | $3,741-17.2% |
| Admin fee / account holder | $1,065 | $4,513-76.4% | $9,503-88.8% | $5,306-79.9% |