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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 | $139,518 | $56,060+148.9% | $76,002+83.6% | $80,874+72.5% |
| Participation rate | 41.5% | 62.0%-20.6pp | 69.1%-27.6pp | 67.6%-26.2pp |
| Annual return | 15.16% | 20.54%-5.4pp | 360.07%-344.9pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,563 | $1,873-16.6% | $2,688-41.9% | $2,756-43.3% |
| Participant deferral / active EE | $3,726 | $3,051+22.1% | $4,257-12.5% | $4,297-13.3% |
| Admin fee / account holder | $3,168 | $5,237-39.5% | $6,414-50.6% | $6,935-54.3% |