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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 | $121,174 | $98,766+22.7% | $149,730-19.1% | $79,852+51.7% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.5%-34.5pp | 69.6%-21.6pp |
| Annual return | 17.86% | 27.43%-9.6pp | 276.70%-258.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,420 | $3,217-24.8% | $4,645-47.9% | $2,471-2.1% |
| Participant deferral / active EE | $4,052 | $5,681-28.7% | $6,843-40.8% | $3,740+8.3% |
| Admin fee / account holder | $14,027 | $6,052+131.8% | $9,310+50.7% | $5,306+164.3% |