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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 | $97,580 | $80,731+20.9% | $103,378-5.6% | $74,400+31.2% |
| Participation rate | 44.9% | 65.7%-20.8pp | 74.5%-29.6pp | 67.2%-22.4pp |
| Annual return | 18.45% | 27.56%-9.1pp | 24.91%-6.5pp | 1367.51%-1349.1pp |
| Employer contribution / active EE | $1,382 | $3,159-56.3% | $3,870-64.3% | $2,624-47.3% |
| Participant deferral / active EE | $3,261 | $3,862-15.5% | $5,058-35.5% | $4,348-25.0% |
| Admin fee / account holder | $9,652 | $2,369+307.3% | $8,401+14.9% | $1,944+396.6% |