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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 | $113,950 | $76,407+49.1% | $150,298-24.2% | $82,448+38.2% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 18.54% | 39.99%-21.5pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,688 | $2,614+2.8% | $4,154-35.3% | $2,551+5.4% |
| Participant deferral / active EE | $6,233 | $3,214+93.9% | $5,453+14.3% | $4,139+50.6% |
| Admin fee / account holder | $677 | $6,352-89.3% | $14,116-95.2% | $7,234-90.6% |