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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 | $81,262+44.2% | $155,602-24.7% | $80,911+44.8% |
| Participation rate | 58.3% | 66.2%-7.9pp | 78.2%-19.9pp | 67.6%-9.3pp |
| Annual return | 61.46% | 33.34%+28.1pp | 64.81%-3.4pp | 35.63%+25.8pp |
| Employer contribution / active EE | $2,229 | $3,102-28.1% | $4,675-52.3% | $2,756-19.1% |
| Participant deferral / active EE | $1,547 | $3,451-55.2% | $5,629-72.5% | $4,297-64.0% |
| Admin fee / account holder | $62,190 | $7,992+678.2% | $15,923+290.6% | $6,935+796.8% |