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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 | $103,475 | $91,559+13.0% | $133,971-22.8% | $79,852+29.6% |
| Participation rate | 45.5% | 73.3%-27.9pp | 79.8%-34.4pp | 69.6%-24.2pp |
| Annual return | 11.52% | 61.85%-50.3pp | 45.09%-33.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $800 | $2,384-66.4% | $3,919-79.6% | $2,471-67.6% |
| Participant deferral / active EE | $4,056 | $3,734+8.6% | $5,047-19.6% | $3,740+8.4% |
| Admin fee / account holder | $17,168 | $6,321+171.6% | $8,929+92.3% | $5,306+223.5% |