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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 | $93,345+48.2% | $119,126+16.2% | $87,485+58.2% |
| Participation rate | 50.6% | 68.7%-18.2pp | 75.8%-25.2pp | 68.9%-18.4pp |
| Annual return | 19.83% | 19.08%+0.7pp | 282.11%-262.3pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,390 | $3,172-56.2% | $4,034-65.6% | $2,596-46.5% |
| Participant deferral / active EE | $3,849 | $4,099-6.1% | $5,318-27.6% | $4,274-9.9% |
| Admin fee / account holder | $2,249 | $8,039-72.0% | $10,693-79.0% | $7,775-71.1% |