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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 | $67,529 | $48,118+40.3% | $136,833-50.6% | $94,015-28.2% |
| Participation rate | 23.1% | 47.4%-24.3pp | 59.0%-35.9pp | 70.8%-47.7pp |
| Annual return | 16.28% | 14.65%+1.6pp | 35.32%-19.0pp | 17.84%-1.6pp |
| Employer contribution / active EE | $1,456 | $821+77.4% | $1,319+10.4% | $2,790-47.8% |
| Participant deferral / active EE | $2,194 | $1,651+32.9% | $2,441-10.1% | $4,249-48.4% |
| Admin fee / account holder | $15,162 | $3,059+395.6% | $4,706+222.2% | $8,951+69.4% |