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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 | $104,575 | $60,788+72.0% | $85,705+22.0% | $79,389+31.7% |
| Participation rate | 39.3% | 62.1%-22.8pp | 69.9%-30.6pp | 70.7%-31.4pp |
| Annual return | 11.58% | 16.57%-5.0pp | 21.49%-9.9pp | 116.89%-105.3pp |
| Employer contribution / active EE | $1,122 | $1,664-32.6% | $2,619-57.2% | $2,428-53.8% |
| Participant deferral / active EE | $1,383 | $2,920-52.6% | $3,924-64.7% | $4,046-65.8% |
| Admin fee / account holder | $4,388 | $439+900.0% | $6,877-36.2% | $626+600.6% |