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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 | $103,196 | $62,672+64.7% | $185,117-44.3% | $70,131+47.1% |
| Participation rate | 63.6% | 63.8%-0.1pp | 77.3%-13.6pp | 69.5%-5.9pp |
| Annual return | 15.59% | 40.79%-25.2pp | 40.50%-24.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,192 | $1,753-32.0% | $4,182-71.5% | $2,342-49.1% |
| Participant deferral / active EE | $2,243 | $3,272-31.4% | $5,045-55.5% | $3,332-32.7% |
| Admin fee / account holder | $11,318 | $3,932+187.9% | $8,159+38.7% | $4,645+143.6% |