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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 | $107,208 | $81,233+32.0% | $155,567-31.1% | $80,874+32.6% |
| Participation rate | 42.4% | 66.2%-23.8pp | 78.2%-35.8pp | 67.6%-25.2pp |
| Annual return | 12.47% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,134 | $3,101-31.2% | $4,674-54.3% | $2,756-22.6% |
| Participant deferral / active EE | $4,886 | $3,452+41.5% | $5,628-13.2% | $4,297+13.7% |
| Admin fee / account holder | $660 | $7,998-91.7% | $15,916-95.9% | $6,935-90.5% |