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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 | $96,755 | $61,391+57.6% | $149,723-35.4% | $71,529+35.3% |
| Participation rate | 47.7% | 62.5%-14.8pp | 78.8%-31.0pp | 67.9%-20.2pp |
| Annual return | 13.58% | 35.88%-22.3pp | 134.50%-120.9pp | 28.97%-15.4pp |
| Employer contribution / active EE | $1,150 | $2,384-51.7% | $4,821-76.1% | $2,590-55.6% |
| Participant deferral / active EE | $2,017 | $2,921-30.9% | $5,682-64.5% | $4,291-53.0% |
| Admin fee / account holder | $22,126 | $1,264+1650.2% | $13,215+67.4% | $1,588+1292.9% |