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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 | $127,574 | $86,050+48.3% | $189,758-32.8% | $94,015+35.7% |
| Participation rate | 43.3% | 68.9%-25.6pp | 79.8%-36.5pp | 70.8%-27.5pp |
| Annual return | 16.03% | 17.77%-1.7pp | 52.62%-36.6pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,075 | $2,819-26.4% | $4,767-56.5% | $2,790-25.6% |
| Participant deferral / active EE | $4,804 | $3,349+43.4% | $5,856-18.0% | $4,249+13.0% |
| Admin fee / account holder | $1,473 | $6,627-77.8% | $20,388-92.8% | $8,951-83.5% |