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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 | $120,048 | $97,648+22.9% | $121,663-1.3% | $87,485+37.2% |
| Participation rate | 55.9% | 70.5%-14.6pp | 74.5%-18.6pp | 68.9%-13.0pp |
| Annual return | 14.67% | 18.03%-3.4pp | 147.54%-132.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,752 | $2,300-23.9% | $3,020-42.0% | $2,596-32.5% |
| Participant deferral / active EE | $3,224 | $3,923-17.8% | $4,887-34.0% | $4,274-24.6% |
| Admin fee / account holder | $1,644 | $11,100-85.2% | $14,289-88.5% | $7,775-78.8% |