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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 | $104,811 | $63,703+64.5% | $93,063+12.6% | $82,448+27.1% |
| Participation rate | 46.9% | 63.8%-17.0pp | 72.1%-25.2pp | 68.1%-21.2pp |
| Annual return | 13.63% | -775.43%+789.1pp | 34.15%-20.5pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,193 | $1,729-31.0% | $2,476-51.8% | $2,551-53.2% |
| Participant deferral / active EE | $3,004 | $2,919+2.9% | $3,958-24.1% | $4,139-27.4% |
| Admin fee / account holder | $1,299 | $5,982-78.3% | $6,033-78.5% | $7,234-82.0% |