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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 | $83,184 | $55,902+48.8% | $76,030+9.4% | $80,959+2.7% |
| Participation rate | 51.4% | 62.1%-10.7pp | 69.1%-17.7pp | 67.7%-16.3pp |
| Annual return | 37.62% | 20.59%+17.0pp | 361.54%-323.9pp | 35.67%+2.0pp |
| Employer contribution / active EE | $1,205 | $1,867-35.4% | $2,688-55.2% | $2,757-56.3% |
| Participant deferral / active EE | $2,593 | $3,051-15.0% | $4,257-39.1% | $4,300-39.7% |
| Admin fee / account holder | $17,019 | $5,239+224.8% | $6,421+165.1% | $6,925+145.7% |