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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 | $115,728 | $97,648+18.5% | $121,663-4.9% | $87,485+32.3% |
| Participation rate | 54.5% | 70.5%-15.9pp | 74.5%-19.9pp | 68.9%-14.4pp |
| Annual return | 15.73% | 18.03%-2.3pp | 147.54%-131.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,256 | $2,300-45.4% | $3,020-58.4% | $2,596-51.6% |
| Participant deferral / active EE | $2,619 | $3,923-33.2% | $4,887-46.4% | $4,274-38.7% |
| Admin fee / account holder | $7,957 | $11,100-28.3% | $14,289-44.3% | $7,775+2.3% |