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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 | $144,032 | $91,179+58.0% | $178,499-19.3% | $79,852+80.4% |
| Participation rate | 46.0% | 69.2%-23.2pp | 81.9%-35.9pp | 69.6%-23.6pp |
| Annual return | 13.16% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,448 | $3,256-55.5% | $5,011-71.1% | $2,471-41.4% |
| Participant deferral / active EE | $2,692 | $3,236-16.8% | $5,202-48.3% | $3,740-28.0% |
| Admin fee / account holder | $6,481 | $6,749-4.0% | $13,986-53.7% | $5,306+22.1% |