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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 | $43,496+81.6% | $161,489-51.1% | $64,340+22.8% |
| Participation rate | 47.6% | 53.5%-5.9pp | 78.7%-31.1pp | 55.2%-7.6pp |
| Annual return | 11.96% | 20.76%-8.8pp | 89.72%-77.8pp | 24.14%-12.2pp |
| Employer contribution / active EE | $1,419 | $1,431-0.8% | $4,268-66.7% | $1,862-23.8% |
| Participant deferral / active EE | $1,918 | $1,996-3.9% | $5,630-65.9% | $2,980-35.6% |
| Admin fee / account holder | $21,756 | $2,330+833.6% | $16,006+35.9% | $3,703+487.6% |