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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 | $78,103 | $85,024-8.1% | $70,544+10.7% | $139,466-44.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 14.12% | 30.39%-16.3pp | 32.79%-18.7pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,738 | $3,912-55.6% | $2,976-41.6% | $4,754-63.4% |
| Participant deferral / active EE | $1,864 | $5,891-68.4% | $4,568-59.2% | $6,712-72.2% |
| Admin fee / account holder | $11,266 | $8,928+26.2% | $6,427+75.3% | $11,409-1.2% |