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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 | $55,902+149.6% | $76,030+83.5% | $80,959+72.3% |
| Participation rate | 41.5% | 62.1%-20.6pp | 69.1%-27.6pp | 67.7%-26.2pp |
| Annual return | 15.16% | 20.59%-5.4pp | 361.54%-346.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,563 | $1,867-16.3% | $2,688-41.9% | $2,757-43.3% |
| Participant deferral / active EE | $3,726 | $3,051+22.1% | $4,257-12.5% | $4,300-13.4% |
| Admin fee / account holder | $3,168 | $5,239-39.5% | $6,421-50.7% | $6,925-54.3% |