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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 | $119,075 | $91,198+30.6% | $178,503-33.3% | $79,856+49.1% |
| Participation rate | 32.0% | 69.2%-37.2pp | 81.9%-49.9pp | 69.6%-37.6pp |
| Annual return | 13.89% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $846 | $3,257-74.0% | $5,011-83.1% | $2,471-65.8% |
| Participant deferral / active EE | $3,050 | $3,237-5.8% | $5,202-41.4% | $3,741-18.5% |
| Admin fee / account holder | $4,761 | $6,748-29.5% | $13,987-66.0% | $5,306-10.3% |