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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 | $126,488 | $105,284+20.1% | $150,734-16.1% | $94,015+34.5% |
| Participation rate | 48.7% | 71.7%-23.0pp | 78.4%-29.7pp | 70.8%-22.1pp |
| Annual return | 17.54% | 15.67%+1.9pp | 600.81%-583.3pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,336 | $3,599-62.9% | $4,918-72.8% | $2,790-52.1% |
| Participant deferral / active EE | $2,436 | $4,274-43.0% | $5,610-56.6% | $4,249-42.7% |
| Admin fee / account holder | $771 | $9,839-92.2% | $14,905-94.8% | $8,951-91.4% |