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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 | $83,240 | $106,749-22.0% | $145,433-42.8% | $82,448+1.0% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.1%-37.7pp | 68.1%-23.6pp |
| Annual return | 50.97% | 27.59%+23.4pp | 66.58%-15.6pp | 41.64%+9.3pp |
| Employer contribution / active EE | $1,501 | $3,444-56.4% | $4,554-67.0% | $2,551-41.1% |
| Participant deferral / active EE | $7,986 | $6,519+22.5% | $7,897+1.1% | $4,139+92.9% |
| Admin fee / account holder | $2,503 | $8,390-70.2% | $13,129-80.9% | $7,234-65.4% |