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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 | $95,555 | $70,666+35.2% | $169,385-43.6% | $75,181+27.1% |
| Participation rate | 51.6% | 64.8%-13.2pp | 77.2%-25.5pp | 67.2%-15.6pp |
| Annual return | 17.91% | 36.37%-18.5pp | 405.82%-387.9pp | 160.69%-142.8pp |
| Employer contribution / active EE | $2,076 | $2,210-6.1% | $4,012-48.2% | $2,671-22.3% |
| Participant deferral / active EE | $4,979 | $4,308+15.6% | $6,221-20.0% | $4,126+20.7% |
| Admin fee / account holder | $1,332 | $5,402-75.3% | $9,011-85.2% | $5,650-76.4% |