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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 | $102,404 | $107,421-4.7% | $182,262-43.8% | $94,015+8.9% |
| Participation rate | 31.4% | 77.8%-46.4pp | 84.2%-52.8pp | 70.8%-39.4pp |
| Annual return | 19.54% | 21.32%-1.8pp | 140.60%-121.1pp | 17.84%+1.7pp |
| Employer contribution / active EE | $1,095 | $3,448-68.2% | $5,046-78.3% | $2,790-60.7% |
| Participant deferral / active EE | $3,118 | $6,558-52.5% | $8,276-62.3% | $4,249-26.6% |
| Admin fee / account holder | $1,757 | $8,692-79.8% | $16,712-89.5% | $8,951-80.4% |