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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 | $90,350 | $72,273+25.0% | $101,275-10.8% | $79,856+13.1% |
| Participation rate | 51.3% | 68.5%-17.2pp | 75.8%-24.5pp | 69.6%-18.4pp |
| Annual return | 27.62% | 22.30%+5.3pp | 46.48%-18.9pp | 31.71%-4.1pp |
| Employer contribution / active EE | $1,335 | $2,691-50.4% | $3,660-63.5% | $2,471-46.0% |
| Participant deferral / active EE | $2,822 | $3,282-14.0% | $4,371-35.4% | $3,741-24.6% |
| Admin fee / account holder | $10,369 | $4,401+135.6% | $5,948+74.3% | $5,306+95.4% |