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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 | $139,741 | $117,895+18.5% | $102,460+36.4% | $145,897-4.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 16.61% | 31.92%-15.3pp | 29.47%-12.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,669 | $3,619-53.9% | $3,025-44.8% | $4,663-64.2% |
| Participant deferral / active EE | $2,086 | $5,736-63.6% | $5,056-58.8% | $6,689-68.8% |
| Admin fee / account holder | $672 | $13,353-95.0% | $9,460-92.9% | $13,390-95.0% |