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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 | $135,973 | $97,648+39.2% | $121,663+11.8% | $87,485+55.4% |
| Participation rate | 48.6% | 70.5%-21.8pp | 74.5%-25.8pp | 68.9%-20.3pp |
| Annual return | 15.08% | 18.03%-2.9pp | 147.54%-132.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,414 | $2,300-38.5% | $3,020-53.2% | $2,596-45.5% |
| Participant deferral / active EE | $3,328 | $3,923-15.2% | $4,887-31.9% | $4,274-22.1% |
| Admin fee / account holder | $10,096 | $11,100-9.0% | $14,289-29.3% | $7,775+29.9% |