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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 | $117,150 | $81,358+44.0% | $155,556-24.7% | $80,959+44.7% |
| Participation rate | 58.3% | 66.3%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 61.46% | 33.39%+28.1pp | 64.84%-3.4pp | 35.67%+25.8pp |
| Employer contribution / active EE | $2,229 | $3,106-28.2% | $4,675-52.3% | $2,757-19.2% |
| Participant deferral / active EE | $1,547 | $3,455-55.2% | $5,631-72.5% | $4,300-64.0% |
| Admin fee / account holder | $62,190 | $7,994+678.0% | $15,885+291.5% | $6,925+798.0% |