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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 | $91,998 | $78,672+16.9% | $109,163-15.7% | $85,856+7.2% |
| Participation rate | 35.7% | 68.3%-32.6pp | 75.9%-40.2pp | 69.3%-33.6pp |
| Annual return | 12.78% | 25.09%-12.3pp | 25.75%-13.0pp | 318.58%-305.8pp |
| Employer contribution / active EE | $1,248 | $2,734-54.3% | $3,723-66.5% | $2,565-51.4% |
| Participant deferral / active EE | $2,661 | $3,467-23.2% | $4,654-42.8% | $3,952-32.7% |
| Admin fee / account holder | $12,010 | $5,470+119.6% | $6,754+77.8% | $6,261+91.8% |