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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 | $125,902 | $105,284+19.6% | $150,734-16.5% | $94,015+33.9% |
| Participation rate | 45.7% | 71.7%-26.0pp | 78.4%-32.7pp | 70.8%-25.1pp |
| Annual return | 11.71% | 15.67%-4.0pp | 600.81%-589.1pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,976 | $3,599-45.1% | $4,918-59.8% | $2,790-29.2% |
| Participant deferral / active EE | $2,219 | $4,274-48.1% | $5,610-60.5% | $4,249-47.8% |
| Admin fee / account holder | $1,550 | $9,839-84.2% | $14,905-89.6% | $8,951-82.7% |