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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 | $103,875 | $83,843+23.9% | $123,973-16.2% | $65,306+59.1% |
| Participation rate | 41.4% | 56.0%-14.5pp | 76.7%-35.2pp | 57.7%-16.2pp |
| Annual return | 16.23% | 19.87%-3.6pp | 388.13%-371.9pp | 21.94%-5.7pp |
| Employer contribution / active EE | $1,637 | $2,873-43.0% | $4,126-60.3% | $1,967-16.8% |
| Participant deferral / active EE | $2,567 | $2,997-14.4% | $5,247-51.1% | $2,959-13.3% |
| Admin fee / account holder | $7,264 | $4,735+53.4% | $11,799-38.4% | $3,480+108.8% |