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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 | $84,118 | $65,246+28.9% | $98,716-14.8% | $67,986+23.7% |
| Participation rate | 31.4% | 51.4%-20.1pp | 69.3%-37.9pp | 57.2%-25.8pp |
| Annual return | 46.49% | 20.58%+25.9pp | 31.81%+14.7pp | 31.67%+14.8pp |
| Employer contribution / active EE | $1,159 | $1,042+11.2% | $2,279-49.2% | $2,019-42.6% |
| Participant deferral / active EE | $2,441 | $2,594-5.9% | $4,048-39.7% | $3,358-27.3% |
| Admin fee / account holder | $10,801 | $4,561+136.8% | $8,703+24.1% | $3,203+237.2% |