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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 | $112,230 | $67,411+66.5% | $91,004+23.3% | $70,126+60.0% |
| Participation rate | 47.1% | 71.4%-24.3pp | 75.6%-28.5pp | 69.5%-22.5pp |
| Annual return | 21.62% | -40.16%+61.8pp | 4.60%+17.0pp | 73.15%-51.5pp |
| Employer contribution / active EE | $1,391 | $1,786-22.1% | $2,456-43.3% | $2,343-40.6% |
| Participant deferral / active EE | $2,186 | $2,823-22.6% | $3,548-38.4% | $3,332-34.4% |
| Admin fee / account holder | $2,696 | $4,236-36.4% | $5,417-50.2% | $4,645-42.0% |