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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 | $133,086 | $61,125+117.7% | $94,057+41.5% | $87,485+52.1% |
| Participation rate | 53.5% | 64.1%-10.6pp | 73.3%-19.9pp | 68.9%-15.4pp |
| Annual return | 16.03% | 35.20%-19.2pp | 480.62%-464.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,041 | $2,136-51.3% | $2,933-64.5% | $2,596-59.9% |
| Participant deferral / active EE | $5,368 | $3,260+64.7% | $4,709+14.0% | $4,274+25.6% |
| Admin fee / account holder | $2,235 | $5,629-60.3% | $7,244-69.2% | $7,775-71.3% |