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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 | $83,588 | $55,902+49.5% | $76,030+9.9% | $80,959+3.2% |
| Participation rate | 47.5% | 62.1%-14.6pp | 69.1%-21.6pp | 67.7%-20.2pp |
| Annual return | 13.29% | 20.59%-7.3pp | 361.54%-348.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,217 | $1,867-34.8% | $2,688-54.7% | $2,757-55.9% |
| Participant deferral / active EE | $2,901 | $3,051-4.9% | $4,257-31.9% | $4,300-32.5% |
| Admin fee / account holder | $8,245 | $5,239+57.4% | $6,421+28.4% | $6,925+19.1% |