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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 | $97,678 | $51,604+89.3% | $129,295-24.5% | $80,874+20.8% |
| Participation rate | 28.1% | 57.0%-28.9pp | 69.6%-41.5pp | 67.6%-39.5pp |
| Annual return | 14.92% | 20.76%-5.8pp | 9429.28%-9414.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,221 | $1,585-22.9% | $4,157-70.6% | $2,756-55.7% |
| Participant deferral / active EE | $2,881 | $2,670+7.9% | $4,169-30.9% | $4,297-33.0% |
| Admin fee / account holder | $11,219 | $4,310+160.3% | $7,665+46.4% | $6,935+61.8% |