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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 | $102,886 | $95,383+7.9% | $185,837-44.6% | $85,856+19.8% |
| Participation rate | 50.6% | 68.8%-18.1pp | 81.7%-31.1pp | 69.3%-18.7pp |
| Annual return | 29.87% | 23.59%+6.3pp | 122.08%-92.2pp | 318.58%-288.7pp |
| Employer contribution / active EE | $1,114 | $3,313-66.4% | $5,168-78.4% | $2,565-56.6% |
| Participant deferral / active EE | $2,941 | $3,423-14.1% | $5,568-47.2% | $3,952-25.6% |
| Admin fee / account holder | $1,693 | $7,213-76.5% | $16,241-89.6% | $6,261-73.0% |