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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 | $97,462 | $77,920+25.1% | $149,723-34.9% | $75,177+29.6% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 14.59% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,551 | $3,138-50.6% | $4,821-67.8% | $2,671-41.9% |
| Participant deferral / active EE | $4,215 | $3,411+23.6% | $5,682-25.8% | $4,126+2.1% |
| Admin fee / account holder | $11,862 | $5,951+99.3% | $13,215-10.2% | $5,651+109.9% |