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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 | $121,347 | $79,449+52.7% | $189,558-36.0% | $85,856+41.3% |
| Participation rate | 36.0% | 66.0%-30.0pp | 78.5%-42.5pp | 69.3%-33.3pp |
| Annual return | 19.58% | 18.45%+1.1pp | 64.19%-44.6pp | 318.58%-299.0pp |
| Employer contribution / active EE | $1,647 | $2,081-20.9% | $4,412-62.7% | $2,565-35.8% |
| Participant deferral / active EE | $3,856 | $4,051-4.8% | $6,174-37.5% | $3,952-2.4% |
| Admin fee / account holder | $3,039 | $5,377-43.5% | $9,809-69.0% | $6,261-51.5% |