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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 | $94,998 | $45,343+109.5% | $150,298-36.8% | $67,986+39.7% |
| Participation rate | 49.0% | 51.9%-2.8pp | 77.8%-28.7pp | 57.2%-8.2pp |
| Annual return | 18.45% | 33.28%-14.8pp | 62.79%-44.3pp | 31.67%-13.2pp |
| Employer contribution / active EE | $1,702 | $1,462+16.4% | $4,154-59.0% | $2,019-15.7% |
| Participant deferral / active EE | $4,110 | $2,055+100.0% | $5,453-24.6% | $3,358+22.4% |
| Admin fee / account holder | $11,134 | $2,250+394.9% | $14,116-21.1% | $3,203+247.6% |