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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 | $128,509 | $99,994+28.5% | $146,643-12.4% | $85,847+49.7% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 19.02% | 18.93%+0.1pp | 22.75%-3.7pp | 318.61%-299.6pp |
| Employer contribution / active EE | $1,343 | $2,559-47.5% | $4,137-67.5% | $2,565-47.7% |
| Participant deferral / active EE | $3,083 | $4,006-23.1% | $5,506-44.0% | $3,952-22.0% |
| Admin fee / account holder | $2,893 | $7,703-62.4% | $10,280-71.9% | $6,261-53.8% |