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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 | $86,095 | $55,889+54.0% | $76,119+13.1% | $80,935+6.4% |
| Participation rate | 44.0% | 62.1%-18.1pp | 69.1%-25.1pp | 67.7%-23.7pp |
| Annual return | 13.94% | 20.58%-6.6pp | 361.25%-347.3pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,504 | $1,866-19.4% | $2,693-44.2% | $2,757-45.5% |
| Participant deferral / active EE | $2,844 | $3,051-6.8% | $4,259-33.2% | $4,299-33.9% |
| Admin fee / account holder | $8,421 | $5,241+60.7% | $6,421+31.1% | $6,924+21.6% |