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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 | $120,756 | $105,284+14.7% | $150,734-19.9% | $94,015+28.4% |
| Participation rate | 46.9% | 71.7%-24.9pp | 78.4%-31.6pp | 70.8%-23.9pp |
| Annual return | 14.04% | 15.67%-1.6pp | 600.81%-586.8pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,893 | $3,599-47.4% | $4,918-61.5% | $2,790-32.2% |
| Participant deferral / active EE | $3,096 | $4,274-27.6% | $5,610-44.8% | $4,249-27.2% |
| Admin fee / account holder | $10,474 | $9,839+6.5% | $14,905-29.7% | $8,951+17.0% |