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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 | $131,625 | $81,331+61.8% | $155,534-15.4% | $80,935+62.6% |
| Participation rate | 55.8% | 66.3%-10.4pp | 78.2%-22.4pp | 67.7%-11.8pp |
| Annual return | 12.40% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,665 | $3,105-46.4% | $4,675-64.4% | $2,757-39.6% |
| Participant deferral / active EE | $4,478 | $3,454+29.6% | $5,630-20.5% | $4,299+4.2% |
| Admin fee / account holder | $1,624 | $7,999-79.7% | $15,900-89.8% | $6,924-76.6% |