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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 | $136,658 | $61,755+121.3% | $97,161+40.7% | $80,911+68.9% |
| Participation rate | 42.1% | 63.5%-21.4pp | 72.7%-30.6pp | 67.6%-25.5pp |
| Annual return | 17.93% | -557.90%+575.8pp | 75.36%-57.4pp | 35.63%-17.7pp |
| Employer contribution / active EE | $1,173 | $1,835-36.1% | $2,723-56.9% | $2,756-57.4% |
| Participant deferral / active EE | $3,231 | $3,026+6.8% | $4,265-24.2% | $4,297-24.8% |
| Admin fee / account holder | $9,814 | $5,166+90.0% | $5,647+73.8% | $6,935+41.5% |