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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 | $108,759 | $68,878+57.9% | $120,574-9.8% | $80,935+34.4% |
| Participation rate | 50.9% | 61.7%-10.8pp | 71.9%-21.0pp | 67.7%-16.8pp |
| Annual return | 13.24% | 23.67%-10.4pp | 107.42%-94.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,311 | $2,065-36.5% | $3,471-62.2% | $2,757-52.5% |
| Participant deferral / active EE | $3,670 | $3,189+15.1% | $4,996-26.5% | $4,299-14.6% |
| Admin fee / account holder | $17,358 | $5,782+200.2% | $9,445+83.8% | $6,924+150.7% |