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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 | $106,328 | $35,183+202.2% | $73,550+44.6% | $70,126+51.6% |
| Participation rate | 68.6% | 42.9%+25.6pp | 54.9%+13.6pp | 69.5%-1.0pp |
| Annual return | 23.62% | 26.90%-3.3pp | -15.16%+38.8pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,211 | $709+70.9% | $1,219-0.7% | $2,343-48.3% |
| Participant deferral / active EE | $2,826 | $1,220+131.7% | $1,804+56.6% | $3,332-15.2% |
| Admin fee / account holder | $6,410 | $2,302+178.4% | $2,320+176.3% | $4,645+38.0% |