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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 | $109,064 | $108,285+0.7% | $77,552+40.6% | $158,982-31.4% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 19.99% | 31.69%-11.7pp | 54.82%-34.8pp | 302.99%-283.0pp |
| Employer contribution / active EE | $498 | $1,325-62.5% | $987-49.6% | $4,763-89.6% |
| Participant deferral / active EE | $5,055 | $2,455+105.9% | $1,861+171.6% | $5,983-15.5% |
| Admin fee / account holder | $18,218 | $3,709+391.2% | $2,859+537.2% | $11,252+61.9% |