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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 | $114,457 | $91,559+25.0% | $133,971-14.6% | $79,852+43.3% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.4pp | 69.6%-5.2pp |
| Annual return | 10.58% | 61.85%-51.3pp | 45.09%-34.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,454 | $2,384-39.0% | $3,919-62.9% | $2,471-41.2% |
| Participant deferral / active EE | $2,952 | $3,734-20.9% | $5,047-41.5% | $3,740-21.1% |
| Admin fee / account holder | $12,154 | $6,321+92.3% | $8,929+36.1% | $5,306+129.1% |