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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 | $96,925 | $65,395+48.2% | $182,558-46.9% | $72,976+32.8% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 69.5%-19.5pp |
| Annual return | 24.73% | 27.68%-2.9pp | 148.59%-123.9pp | 81.02%-56.3pp |
| Employer contribution / active EE | $2,916 | $1,911+52.6% | $4,076-28.5% | $2,440+19.5% |
| Participant deferral / active EE | $4,697 | $3,563+31.8% | $5,526-15.0% | $3,608+30.2% |
| Admin fee / account holder | $2,916 | $4,245-31.3% | $8,594-66.1% | $5,124-43.1% |