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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 | $123,500 | $87,059+41.9% | $105,608+16.9% | $80,925+52.6% |
| Participation rate | 51.1% | 70.4%-19.4pp | 75.3%-24.2pp | 67.7%-16.6pp |
| Annual return | 12.59% | 17.05%-4.5pp | 116.50%-103.9pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,267 | $2,396-5.4% | $3,167-28.4% | $2,756-17.7% |
| Participant deferral / active EE | $3,525 | $3,986-11.6% | $5,010-29.6% | $4,299-18.0% |
| Admin fee / account holder | $31,418 | $8,443+272.1% | $11,028+184.9% | $6,940+352.7% |