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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 | $100,804 | $84,236+19.7% | $170,435-40.9% | $70,126+43.7% |
| Participation rate | 46.7% | 70.8%-24.2pp | 83.6%-36.9pp | 69.5%-22.9pp |
| Annual return | 16.58% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $604 | $3,387-82.2% | $5,432-88.9% | $2,343-74.2% |
| Participant deferral / active EE | $3,262 | $3,086+5.7% | $4,939-34.0% | $3,332-2.1% |
| Admin fee / account holder | $1,164 | $5,698-79.6% | $13,881-91.6% | $4,645-75.0% |