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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 | $101,308 | $96,731+4.7% | $123,973-18.3% | $86,983+16.5% |
| Participation rate | 33.3% | 70.0%-36.7pp | 76.7%-43.3pp | 69.5%-36.2pp |
| Annual return | 16.49% | 17.33%-0.8pp | 388.13%-371.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $1,333 | $3,297-59.6% | $4,126-67.7% | $2,584-48.4% |
| Participant deferral / active EE | $3,395 | $4,152-18.2% | $5,247-35.3% | $4,194-19.0% |
| Admin fee / account holder | $1,589 | $8,722-81.8% | $11,799-86.5% | $7,856-79.8% |