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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 | $108,862 | $124,336-12.4% | $111,303-2.2% | $167,518-35.0% |
| Participation rate | 58.8% | 79.6%-20.8pp | 77.3%-18.5pp | 82.1%-23.3pp |
| Annual return | 16.02% | 37.45%-21.4pp | 54.66%-38.6pp | 478.71%-462.7pp |
| Employer contribution / active EE | $1,088 | $3,436-68.3% | $2,731-60.2% | $4,838-77.5% |
| Participant deferral / active EE | $2,795 | $5,181-46.1% | $4,487-37.7% | $6,342-55.9% |
| Admin fee / account holder | $2,491 | $10,623-76.6% | $7,966-68.7% | $12,312-79.8% |