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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 | $133,434 | $62,589+113.2% | $76,768+73.8% | $64,173+107.9% |
| Participation rate | 21.4% | 72.8%-51.4pp | 77.0%-55.5pp | 69.6%-48.1pp |
| Annual return | 11.63% | -1.95%+13.6pp | 2.43%+9.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,121 | $1,832-38.8% | $2,485-54.9% | $2,381-52.9% |
| Participant deferral / active EE | $2,210 | $3,145-29.7% | $3,852-42.6% | $3,470-36.3% |
| Admin fee / account holder | $8,064 | $4,667+72.8% | $6,675+20.8% | $4,887+65.0% |