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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 | $115,360 | $80,674+43.0% | $119,126-3.2% | $64,340+79.3% |
| Participation rate | 36.4% | 55.2%-18.8pp | 75.8%-39.3pp | 55.2%-18.8pp |
| Annual return | 14.42% | 26.86%-12.4pp | 282.11%-267.7pp | 24.14%-9.7pp |
| Employer contribution / active EE | $841 | $2,564-67.2% | $4,034-79.2% | $1,862-54.9% |
| Participant deferral / active EE | $4,515 | $3,053+47.9% | $5,318-15.1% | $2,980+51.5% |
| Admin fee / account holder | $3,030 | $4,559-33.5% | $10,693-71.7% | $3,703-18.2% |