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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 | $101,107 | $80,332+25.9% | $107,187-5.7% | $64,097+57.7% |
| Participation rate | 28.4% | 54.4%-26.0pp | 75.0%-46.7pp | 55.2%-26.8pp |
| Annual return | 15.14% | 24.26%-9.1pp | 204.55%-189.4pp | 34.64%-19.5pp |
| Employer contribution / active EE | $790 | $2,501-68.4% | $3,782-79.1% | $1,891-58.2% |
| Participant deferral / active EE | $3,084 | $3,109-0.8% | $5,096-39.5% | $3,080+0.1% |
| Admin fee / account holder | $2,827 | $4,314-34.5% | $9,162-69.1% | $3,454-18.2% |