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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 | $103,499 | $51,638+100.4% | $129,406-20.0% | $80,959+27.8% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 12.53% | 20.78%-8.2pp | 9468.18%-9455.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,426 | $1,584-9.9% | $4,155-65.7% | $2,757-48.3% |
| Participant deferral / active EE | $4,940 | $2,670+85.0% | $4,167+18.5% | $4,300+14.9% |
| Admin fee / account holder | $7,201 | $4,313+66.9% | $7,689-6.4% | $6,925+4.0% |