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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 | $106,542 | $118,877-10.4% | $96,570+10.3% | $167,536-36.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 12.05% | 50.50%-38.5pp | 37.79%-25.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $727 | $3,121-76.7% | $2,357-69.2% | $4,839-85.0% |
| Participant deferral / active EE | $2,441 | $4,617-47.1% | $3,849-36.6% | $6,342-61.5% |
| Admin fee / account holder | $3,434 | $8,069-57.4% | $6,182-44.5% | $12,315-72.1% |