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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 | $127,117 | $106,864+19.0% | $147,318-13.7% | $82,637+53.8% |
| Participation rate | 26.7% | 75.5%-48.8pp | 82.1%-55.4pp | 68.1%-41.4pp |
| Annual return | 15.18% | 27.49%-12.3pp | 70.43%-55.3pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,467 | $3,417-57.1% | $4,593-68.1% | $2,552-42.5% |
| Participant deferral / active EE | $2,548 | $6,496-60.8% | $7,906-67.8% | $4,126-38.2% |
| Admin fee / account holder | $75,000 | $8,415+791.3% | $13,708+447.1% | $7,339+922.0% |