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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 | $80,674+33.0% | $119,126-9.9% | $64,340+66.8% |
| Participation rate | 37.4% | 55.2%-17.8pp | 75.8%-38.4pp | 55.2%-17.9pp |
| Annual return | 13.48% | 26.86%-13.4pp | 282.11%-268.6pp | 24.14%-10.7pp |
| Employer contribution / active EE | $690 | $2,564-73.1% | $4,034-82.9% | $1,862-63.0% |
| Participant deferral / active EE | $3,152 | $3,053+3.2% | $5,318-40.7% | $2,980+5.8% |
| Admin fee / account holder | $10,910 | $4,559+139.3% | $10,693+2.0% | $3,703+194.7% |