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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 | $141,317 | $99,875+41.5% | $146,866-3.8% | $86,983+62.5% |
| Participation rate | 57.4% | 75.8%-18.4pp | 82.5%-25.1pp | 69.5%-12.1pp |
| Annual return | 13.90% | 28.10%-14.2pp | 102.85%-89.0pp | 25.83%-11.9pp |
| Employer contribution / active EE | $2,343 | $3,224-27.3% | $4,425-47.0% | $2,584-9.3% |
| Participant deferral / active EE | $5,064 | $6,322-19.9% | $7,759-34.7% | $4,194+20.7% |
| Admin fee / account holder | $1,077 | $7,838-86.3% | $13,620-92.1% | $7,856-86.3% |