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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 | $91,086+42.5% | $203,872-36.3% | $86,983+49.2% |
| Participation rate | 45.0% | 65.8%-20.8pp | 77.8%-32.8pp | 69.5%-24.5pp |
| Annual return | 15.42% | 22.30%-6.9pp | 85.11%-69.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,350 | $2,063-34.6% | $3,757-64.1% | $2,584-47.8% |
| Participant deferral / active EE | $5,435 | $4,019+35.2% | $6,388-14.9% | $4,194+29.6% |
| Admin fee / account holder | $6,853 | $8,987-23.7% | $11,730-41.6% | $7,856-12.8% |