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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 | $149,496 | $78,428+90.6% | $95,960+55.8% | $79,852+87.2% |
| Participation rate | 39.2% | 73.5%-34.3pp | 77.1%-37.9pp | 69.6%-30.4pp |
| Annual return | 10.82% | 19.37%-8.6pp | 91.63%-80.8pp | 31.72%-20.9pp |
| Employer contribution / active EE | $1,268 | $1,945-34.8% | $2,541-50.1% | $2,471-48.7% |
| Participant deferral / active EE | $2,244 | $3,440-34.8% | $4,167-46.2% | $3,740-40.0% |
| Admin fee / account holder | $13,000 | $5,622+131.2% | $6,797+91.3% | $5,306+145.0% |