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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 | $90,199 | $78,690+14.6% | $161,489-44.1% | $87,485+3.1% |
| Participation rate | 48.6% | 67.5%-18.8pp | 78.7%-30.0pp | 68.9%-20.3pp |
| Annual return | 19.86% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,416 | $2,588-45.3% | $4,268-66.8% | $2,596-45.4% |
| Participant deferral / active EE | $4,373 | $3,311+32.1% | $5,630-22.3% | $4,274+2.3% |
| Admin fee / account holder | $13,554 | $6,724+101.6% | $16,006-15.3% | $7,775+74.3% |