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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 | $136,156 | $93,345+45.9% | $119,126+14.3% | $87,485+55.6% |
| Participation rate | 52.6% | 68.7%-16.1pp | 75.8%-23.1pp | 68.9%-16.3pp |
| Annual return | 20.19% | 19.08%+1.1pp | 282.11%-261.9pp | 26.06%-5.9pp |
| Employer contribution / active EE | $2,296 | $3,172-27.6% | $4,034-43.1% | $2,596-11.6% |
| Participant deferral / active EE | $3,858 | $4,099-5.9% | $5,318-27.5% | $4,274-9.7% |
| Admin fee / account holder | $1,102 | $8,039-86.3% | $10,693-89.7% | $7,775-85.8% |