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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 | $76,384 | $61,356+24.5% | $149,696-49.0% | $71,511+6.8% |
| Participation rate | 44.8% | 62.5%-17.8pp | 78.8%-34.0pp | 67.9%-23.2pp |
| Annual return | 20.08% | 35.86%-15.8pp | 134.46%-114.4pp | 28.86%-8.8pp |
| Employer contribution / active EE | $1,263 | $2,382-47.0% | $4,821-73.8% | $2,589-51.2% |
| Participant deferral / active EE | $1,618 | $2,920-44.6% | $5,682-71.5% | $4,291-62.3% |
| Admin fee / account holder | $3,526 | $1,263+179.2% | $13,212-73.3% | $1,588+122.0% |