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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 | $106,460 | $93,345+14.1% | $119,126-10.6% | $87,485+21.7% |
| Participation rate | 47.2% | 68.7%-21.5pp | 75.8%-28.5pp | 68.9%-21.7pp |
| Annual return | 19.28% | 19.08%+0.2pp | 282.11%-262.8pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,488 | $3,172-53.1% | $4,034-63.1% | $2,596-42.7% |
| Participant deferral / active EE | $3,484 | $4,099-15.0% | $5,318-34.5% | $4,274-18.5% |
| Admin fee / account holder | $2,034 | $8,039-74.7% | $10,693-81.0% | $7,775-73.8% |