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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 | $139,995 | $115,911+20.8% | $100,530+39.3% | $158,950-11.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 14.83% | 34.80%-20.0pp | 30.89%-16.1pp | 302.91%-288.1pp |
| Employer contribution / active EE | $1,581 | $4,104-61.5% | $3,418-53.7% | $4,762-66.8% |
| Participant deferral / active EE | $4,891 | $6,676-26.7% | $6,271-22.0% | $5,983-18.2% |
| Admin fee / account holder | $993 | $10,999-91.0% | $8,083-87.7% | $11,248-91.2% |