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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 | $80,674+28.8% | $119,126-12.8% | $64,340+61.4% |
| Participation rate | 41.4% | 55.2%-13.8pp | 75.8%-34.3pp | 55.2%-13.8pp |
| Annual return | 16.23% | 26.86%-10.6pp | 282.11%-265.9pp | 24.14%-7.9pp |
| Employer contribution / active EE | $1,637 | $2,564-36.1% | $4,034-59.4% | $1,862-12.0% |
| Participant deferral / active EE | $2,567 | $3,053-15.9% | $5,318-51.7% | $2,980-13.9% |
| Admin fee / account holder | $7,264 | $4,559+59.3% | $10,693-32.1% | $3,703+96.2% |