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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 | $107,287 | $83,369+28.7% | $105,223+2.0% | $67,986+57.8% |
| Participation rate | 37.4% | 56.3%-18.9pp | 75.0%-37.7pp | 57.2%-19.8pp |
| Annual return | 13.48% | 24.64%-11.2pp | 180.65%-167.2pp | 31.67%-18.2pp |
| Employer contribution / active EE | $690 | $2,541-72.9% | $3,689-81.3% | $2,019-65.8% |
| Participant deferral / active EE | $3,152 | $3,295-4.3% | $5,072-37.8% | $3,358-6.1% |
| Admin fee / account holder | $10,910 | $4,073+167.9% | $8,859+23.2% | $3,203+240.6% |