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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 | $187,058 | $101,950+83.5% | $125,529+49.0% | $86,983+115.1% |
| Participation rate | 35.4% | 70.2%-34.8pp | 74.7%-39.3pp | 69.5%-34.2pp |
| Annual return | 12.57% | 18.29%-5.7pp | 202.56%-190.0pp | 25.83%-13.3pp |
| Employer contribution / active EE | $1,497 | $2,358-36.5% | $3,058-51.0% | $2,584-42.1% |
| Participant deferral / active EE | $1,823 | $3,862-52.8% | $4,813-62.1% | $4,194-56.5% |
| Admin fee / account holder | $13,347 | $12,791+4.3% | $16,298-18.1% | $7,856+69.9% |