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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 | $125,815 | $50,082+151.2% | $93,406+34.7% | $79,858+57.5% |
| Participation rate | 24.0% | 60.9%-36.9pp | 66.8%-42.8pp | 69.6%-45.6pp |
| Annual return | 27.87% | 24.59%+3.3pp | 78.05%-50.2pp | 31.72%-3.9pp |
| Employer contribution / active EE | $1,117 | $1,303-14.3% | $2,075-46.2% | $2,471-54.8% |
| Participant deferral / active EE | $1,685 | $2,212-23.9% | $3,126-46.1% | $3,740-55.0% |
| Admin fee / account holder | $2,330 | $3,454-32.5% | $5,230-55.4% | $5,306-56.1% |