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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 | $95,027 | $62,672+51.6% | $185,117-48.7% | $70,126+35.5% |
| Participation rate | 45.1% | 63.8%-18.7pp | 77.3%-32.2pp | 69.5%-24.5pp |
| Annual return | 16.52% | 40.79%-24.3pp | 40.50%-24.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,334 | $1,753-23.9% | $4,182-68.1% | $2,343-43.0% |
| Participant deferral / active EE | $2,709 | $3,272-17.2% | $5,045-46.3% | $3,332-18.7% |
| Admin fee / account holder | $10,803 | $3,932+174.8% | $8,159+32.4% | $4,645+132.5% |