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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 | $118,360 | $88,672+33.5% | $105,223+12.5% | $82,448+43.6% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 13.52% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,695 | $3,048-44.4% | $3,689-54.1% | $2,551-33.6% |
| Participant deferral / active EE | $3,468 | $4,036-14.1% | $5,072-31.6% | $4,139-16.2% |
| Admin fee / account holder | $25,941 | $7,146+263.0% | $8,859+192.8% | $7,234+258.6% |