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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 | $138,382 | $105,284+31.4% | $150,734-8.2% | $94,015+47.2% |
| Participation rate | 50.6% | 71.7%-21.2pp | 78.4%-27.9pp | 70.8%-20.2pp |
| Annual return | 19.83% | 15.67%+4.2pp | 600.81%-581.0pp | 17.84%+2.0pp |
| Employer contribution / active EE | $1,390 | $3,599-61.4% | $4,918-71.7% | $2,790-50.2% |
| Participant deferral / active EE | $3,849 | $4,274-9.9% | $5,610-31.4% | $4,249-9.4% |
| Admin fee / account holder | $2,249 | $9,839-77.1% | $14,905-84.9% | $8,951-74.9% |