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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 | $89,259+32.6% | $107,187+10.4% | $82,637+43.2% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 13.52% | 21.02%-7.5pp | 204.55%-191.0pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,695 | $3,080-45.0% | $3,782-55.2% | $2,552-33.6% |
| Participant deferral / active EE | $3,468 | $4,037-14.1% | $5,096-31.9% | $4,126-15.9% |
| Admin fee / account holder | $25,941 | $7,381+251.4% | $9,162+183.1% | $7,339+253.5% |