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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 | $92,434 | $83,369+10.9% | $105,223-12.2% | $67,986+36.0% |
| Participation rate | 23.8% | 56.3%-32.5pp | 75.0%-51.3pp | 57.2%-33.4pp |
| Annual return | 15.08% | 24.64%-9.6pp | 180.65%-165.6pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,648 | $2,541-35.1% | $3,689-55.3% | $2,019-18.4% |
| Participant deferral / active EE | $2,518 | $3,295-23.6% | $5,072-50.4% | $3,358-25.0% |
| Admin fee / account holder | $7,036 | $4,073+72.8% | $8,859-20.6% | $3,203+119.6% |