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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 | $78,690+44.8% | $161,489-29.4% | $87,485+30.3% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 18.54% | 32.74%-14.2pp | 89.72%-71.2pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,688 | $2,588+3.8% | $4,268-37.0% | $2,596+3.5% |
| Participant deferral / active EE | $6,233 | $3,311+88.3% | $5,630+10.7% | $4,274+45.8% |
| Admin fee / account holder | $677 | $6,724-89.9% | $16,006-95.8% | $7,775-91.3% |