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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 | $94,436+44.0% | $115,599+17.6% | $82,637+64.5% |
| Participation rate | 48.6% | 70.4%-21.8pp | 74.3%-25.6pp | 68.1%-19.4pp |
| Annual return | 15.08% | 18.37%-3.3pp | 111.10%-96.0pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,414 | $2,324-39.1% | $2,955-52.1% | $2,552-44.6% |
| Participant deferral / active EE | $3,328 | $3,955-15.8% | $4,889-31.9% | $4,126-19.3% |
| Admin fee / account holder | $10,096 | $10,328-2.2% | $12,841-21.4% | $7,339+37.6% |