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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 | $117,469 | $106,524+10.3% | $152,301-22.9% | $87,485+34.3% |
| Participation rate | 44.7% | 75.8%-31.0pp | 82.4%-37.7pp | 68.9%-24.2pp |
| Annual return | 14.94% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,414 | $3,371-58.1% | $4,624-69.4% | $2,596-45.5% |
| Participant deferral / active EE | $4,647 | $6,525-28.8% | $8,004-41.9% | $4,274+8.7% |
| Admin fee / account holder | $12,400 | $8,287+49.6% | $14,398-13.9% | $7,775+59.5% |