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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 | $103,573 | $102,422+1.1% | $147,117-29.6% | $80,959+27.9% |
| Participation rate | 45.9% | 75.9%-29.9pp | 82.2%-36.2pp | 67.7%-21.7pp |
| Annual return | 13.65% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,464 | $3,717-60.6% | $4,932-70.3% | $2,757-46.9% |
| Participant deferral / active EE | $2,762 | $6,652-58.5% | $8,065-65.8% | $4,300-35.8% |
| Admin fee / account holder | $4,968 | $7,953-37.5% | $12,993-61.8% | $6,925-28.3% |