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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 | $141,514 | $81,262+74.1% | $155,602-9.1% | $80,911+74.9% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.6%-14.1pp |
| Annual return | 12.17% | 33.34%-21.2pp | 64.81%-52.6pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,682 | $3,102-45.8% | $4,675-64.0% | $2,756-39.0% |
| Participant deferral / active EE | $4,445 | $3,451+28.8% | $5,629-21.0% | $4,297+3.4% |
| Admin fee / account holder | $31,637 | $7,992+295.9% | $15,923+98.7% | $6,935+356.2% |