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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 | $78,998 | $45,343+74.2% | $150,298-47.4% | $67,986+16.2% |
| Participation rate | 47.6% | 51.9%-4.2pp | 77.8%-30.1pp | 57.2%-9.6pp |
| Annual return | 11.96% | 33.28%-21.3pp | 62.79%-50.8pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,419 | $1,462-2.9% | $4,154-65.8% | $2,019-29.7% |
| Participant deferral / active EE | $1,918 | $2,055-6.6% | $5,453-64.8% | $3,358-42.9% |
| Admin fee / account holder | $21,756 | $2,250+867.0% | $14,116+54.1% | $3,203+579.2% |