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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 | $127,379 | $101,798+25.1% | $165,071-22.8% | $80,935+57.4% |
| Participation rate | 28.7% | 71.8%-43.1pp | 78.6%-49.9pp | 67.7%-38.9pp |
| Annual return | 38.72% | 16.73%+22.0pp | 70.17%-31.5pp | 35.66%+3.1pp |
| Employer contribution / active EE | $1,912 | $2,954-35.3% | $4,347-56.0% | $2,757-30.7% |
| Participant deferral / active EE | $4,013 | $4,476-10.4% | $6,035-33.5% | $4,299-6.7% |
| Admin fee / account holder | $13,642 | $8,221+65.9% | $12,695+7.5% | $6,924+97.0% |