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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 | $102,607 | $65,034+57.8% | $90,970+12.8% | $79,856+28.5% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.0%-16.1pp | 69.6%-16.7pp |
| Annual return | 17.95% | 30.45%-12.5pp | 134.60%-116.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $730 | $1,247-41.5% | $2,122-65.6% | $2,471-70.5% |
| Participant deferral / active EE | $1,978 | $2,512-21.3% | $3,373-41.3% | $3,741-47.1% |
| Admin fee / account holder | $22,302 | $4,536+391.7% | $5,961+274.1% | $5,306+320.3% |