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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 | $110,729 | $85,024+30.2% | $70,544+57.0% | $139,466-20.6% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.4%-22.9pp | 80.3%-34.9pp |
| Annual return | 12.07% | 30.39%-18.3pp | 32.79%-20.7pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,528 | $3,912-61.0% | $2,976-48.7% | $4,754-67.9% |
| Participant deferral / active EE | $4,689 | $5,891-20.4% | $4,568+2.6% | $6,712-30.1% |
| Admin fee / account holder | $8,558 | $8,928-4.1% | $6,427+33.2% | $11,409-25.0% |