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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 | $129,626 | $89,259+45.2% | $107,187+20.9% | $82,637+56.9% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 17.43% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,777 | $3,080-9.8% | $3,782-26.6% | $2,552+8.8% |
| Participant deferral / active EE | $6,956 | $4,037+72.3% | $5,096+36.5% | $4,126+68.6% |
| Admin fee / account holder | $13,918 | $7,381+88.6% | $9,162+51.9% | $7,339+89.6% |