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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 | $125,352 | $101,778+23.2% | $164,975-24.0% | $80,925+54.9% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 22.50% | 16.73%+5.8pp | 70.12%-47.6pp | 35.65%-13.1pp |
| Employer contribution / active EE | $1,794 | $2,954-39.3% | $4,343-58.7% | $2,756-34.9% |
| Participant deferral / active EE | $4,186 | $4,477-6.5% | $6,033-30.6% | $4,299-2.6% |
| Admin fee / account holder | $1,060 | $8,221-87.1% | $12,688-91.6% | $6,940-84.7% |