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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 | $142,970 | $97,648+46.4% | $121,663+17.5% | $87,485+63.4% |
| Participation rate | 50.0% | 70.5%-20.5pp | 74.5%-24.5pp | 68.9%-18.9pp |
| Annual return | 18.33% | 18.03%+0.3pp | 147.54%-129.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,261 | $2,300-45.2% | $3,020-58.3% | $2,596-51.4% |
| Participant deferral / active EE | $2,228 | $3,923-43.2% | $4,887-54.4% | $4,274-47.9% |
| Admin fee / account holder | $8,840 | $11,100-20.4% | $14,289-38.1% | $7,775+13.7% |