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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 | $89,398 | $46,599+91.8% | $64,101+39.5% | $75,173+18.9% |
| Participation rate | 64.0% | 65.9%-1.9pp | 72.3%-8.3pp | 67.2%-3.2pp |
| Annual return | 14.45% | 26.06%-11.6pp | 33.72%-19.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,019 | $1,975-48.4% | $2,749-62.9% | $2,671-61.8% |
| Participant deferral / active EE | $2,072 | $2,837-27.0% | $3,881-46.6% | $4,126-49.8% |
| Admin fee / account holder | $12,963 | $2,956+338.5% | $3,070+322.2% | $5,651+129.4% |