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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 | $125,775 | $96,731+30.0% | $123,973+1.5% | $86,983+44.6% |
| Participation rate | 46.3% | 70.0%-23.7pp | 76.7%-30.3pp | 69.5%-23.2pp |
| Annual return | 17.88% | 17.33%+0.6pp | 388.13%-370.2pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,683 | $3,297-49.0% | $4,126-59.2% | $2,584-34.9% |
| Participant deferral / active EE | $3,312 | $4,152-20.2% | $5,247-36.9% | $4,194-21.0% |
| Admin fee / account holder | $951 | $8,722-89.1% | $11,799-91.9% | $7,856-87.9% |