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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 | $102,119 | $55,889+82.7% | $76,119+34.2% | $80,935+26.2% |
| Participation rate | 28.6% | 62.1%-33.5pp | 69.1%-40.5pp | 67.7%-39.1pp |
| Annual return | 11.81% | 20.58%-8.8pp | 361.25%-349.4pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,252 | $1,866-32.9% | $2,693-53.5% | $2,757-54.6% |
| Participant deferral / active EE | $1,988 | $3,051-34.8% | $4,259-53.3% | $4,299-53.8% |
| Admin fee / account holder | $22,213 | $5,241+323.8% | $6,421+245.9% | $6,924+220.8% |