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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 | $41,016+131.6% | $152,093-37.5% | $64,097+48.2% |
| Participation rate | 49.0% | 51.3%-2.3pp | 77.8%-28.7pp | 55.2%-6.2pp |
| Annual return | 18.45% | 39.60%-21.1pp | 66.36%-47.9pp | 34.64%-16.2pp |
| Employer contribution / active EE | $1,702 | $1,342+26.8% | $4,175-59.2% | $1,891-10.0% |
| Participant deferral / active EE | $4,110 | $1,927+113.2% | $5,451-24.6% | $3,080+33.4% |
| Admin fee / account holder | $11,134 | $2,305+383.0% | $14,497-23.2% | $3,454+222.3% |