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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 | $129,772 | $90,400+43.6% | $186,193-30.3% | $87,485+48.3% |
| Participation rate | 45.0% | 66.2%-21.2pp | 77.1%-32.1pp | 68.9%-23.9pp |
| Annual return | 15.42% | 22.15%-6.7pp | 78.03%-62.6pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,350 | $2,170-37.8% | $3,918-65.6% | $2,596-48.0% |
| Participant deferral / active EE | $5,435 | $4,330+25.5% | $6,513-16.6% | $4,274+27.2% |
| Admin fee / account holder | $6,853 | $8,673-21.0% | $11,058-38.0% | $7,775-11.9% |