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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 | $101,697 | $81,262+25.1% | $155,602-34.6% | $80,911+25.7% |
| Participation rate | 41.7% | 66.2%-24.6pp | 78.2%-36.5pp | 67.6%-26.0pp |
| Annual return | 46.44% | 33.34%+13.1pp | 64.81%-18.4pp | 35.63%+10.8pp |
| Employer contribution / active EE | $2,176 | $3,102-29.8% | $4,675-53.5% | $2,756-21.0% |
| Participant deferral / active EE | $3,156 | $3,451-8.6% | $5,629-43.9% | $4,297-26.6% |
| Admin fee / account holder | $23,584 | $7,992+195.1% | $15,923+48.1% | $6,935+240.1% |