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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 | $120,864 | $107,421+12.5% | $182,262-33.7% | $94,015+28.6% |
| Participation rate | 40.0% | 77.8%-37.8pp | 84.2%-44.2pp | 70.8%-30.8pp |
| Annual return | 17.16% | 21.32%-4.2pp | 140.60%-123.4pp | 17.84%-0.7pp |
| Employer contribution / active EE | $1,898 | $3,448-45.0% | $5,046-62.4% | $2,790-32.0% |
| Participant deferral / active EE | $3,647 | $6,558-44.4% | $8,276-55.9% | $4,249-14.2% |
| Admin fee / account holder | $5,251 | $8,692-39.6% | $16,712-68.6% | $8,951-41.3% |