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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 | $138,019 | $106,236+29.9% | $96,496+43.0% | $139,427-1.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 14.84% | 38.43%-23.6pp | 35.70%-20.9pp | 373.27%-358.4pp |
| Employer contribution / active EE | $1,867 | $4,104-54.5% | $3,738-50.0% | $4,752-60.7% |
| Participant deferral / active EE | $4,944 | $5,455-9.4% | $4,879+1.3% | $6,711-26.3% |
| Admin fee / account holder | $20,433 | $7,879+159.4% | $6,731+203.6% | $11,404+79.2% |