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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 | $135,233 | $81,276+66.4% | $155,574-13.1% | $80,925+67.1% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 11.62% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,999 | $3,103-35.6% | $4,676-57.2% | $2,756-27.5% |
| Participant deferral / active EE | $3,804 | $3,453+10.2% | $5,629-32.4% | $4,299-11.5% |
| Admin fee / account holder | $2,021 | $7,993-74.7% | $15,914-87.3% | $6,940-70.9% |