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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 | $113,962 | $56,063+103.3% | $76,051+49.8% | $80,911+40.8% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 14.52% | 20.54%-6.0pp | 360.42%-345.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,020 | $1,874-45.6% | $2,690-62.1% | $2,756-63.0% |
| Participant deferral / active EE | $6,072 | $3,052+98.9% | $4,257+42.6% | $4,297+41.3% |
| Admin fee / account holder | $1,707 | $5,240-67.4% | $6,416-73.4% | $6,935-75.4% |