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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 | $135,360 | $107,421+26.0% | $182,262-25.7% | $94,015+44.0% |
| Participation rate | 55.6% | 77.8%-22.2pp | 84.2%-28.7pp | 70.8%-15.3pp |
| Annual return | 16.30% | 21.32%-5.0pp | 140.60%-124.3pp | 17.84%-1.5pp |
| Employer contribution / active EE | $2,663 | $3,448-22.8% | $5,046-47.2% | $2,790-4.6% |
| Participant deferral / active EE | $5,733 | $6,558-12.6% | $8,276-30.7% | $4,249+34.9% |
| Admin fee / account holder | $5,846 | $8,692-32.7% | $16,712-65.0% | $8,951-34.7% |