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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 | $104,693 | $81,276+28.8% | $155,574-32.7% | $80,925+29.4% |
| Participation rate | 63.9% | 66.2%-2.4pp | 78.2%-14.3pp | 67.7%-3.8pp |
| Annual return | 15.06% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $1,751 | $3,103-43.6% | $4,676-62.6% | $2,756-36.5% |
| Participant deferral / active EE | $3,245 | $3,453-6.0% | $5,629-42.4% | $4,299-24.5% |
| Admin fee / account holder | $14,796 | $7,993+85.1% | $15,914-7.0% | $6,940+113.2% |