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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 | $94,031+44.6% | $115,768+17.5% | $82,448+64.9% |
| Participation rate | 48.6% | 70.4%-21.8pp | 74.4%-25.7pp | 68.1%-19.4pp |
| Annual return | 15.08% | 20.61%-5.5pp | 100.46%-85.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,414 | $2,323-39.1% | $2,940-51.9% | $2,551-44.6% |
| Participant deferral / active EE | $3,328 | $3,972-16.2% | $4,917-32.3% | $4,139-19.6% |
| Admin fee / account holder | $10,096 | $10,249-1.5% | $12,439-18.8% | $7,234+39.6% |