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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 | $103,885 | $62,409+66.5% | $120,380-13.7% | $74,400+39.6% |
| Participation rate | 37.0% | 56.8%-19.8pp | 71.9%-34.9pp | 67.2%-30.2pp |
| Annual return | 14.02% | 18.62%-4.6pp | 107.28%-93.3pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $825 | $1,847-55.3% | $3,465-76.2% | $2,624-68.6% |
| Participant deferral / active EE | $2,704 | $2,888-6.4% | $4,992-45.8% | $4,348-37.8% |
| Admin fee / account holder | $2,574 | $2,394+7.5% | $9,421-72.7% | $1,944+32.4% |