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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 | $103,315 | $88,672+16.5% | $105,223-1.8% | $82,448+25.3% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 13.10% | 30.86%-17.8pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,428 | $3,048-53.1% | $3,689-61.3% | $2,551-44.0% |
| Participant deferral / active EE | $3,268 | $4,036-19.0% | $5,072-35.6% | $4,139-21.0% |
| Admin fee / account holder | $3,457 | $7,146-51.6% | $8,859-61.0% | $7,234-52.2% |