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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 | $101,566 | $91,086+11.5% | $203,872-50.2% | $86,983+16.8% |
| Participation rate | 52.3% | 65.8%-13.6pp | 77.8%-25.5pp | 69.5%-17.3pp |
| Annual return | 16.55% | 22.30%-5.8pp | 85.11%-68.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $2,788 | $2,063+35.1% | $3,757-25.8% | $2,584+7.9% |
| Participant deferral / active EE | $3,240 | $4,019-19.4% | $6,388-49.3% | $4,194-22.8% |
| Admin fee / account holder | $3,964 | $8,987-55.9% | $11,730-66.2% | $7,856-49.5% |