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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 | $103,146 | $89,259+15.6% | $107,187-3.8% | $82,637+24.8% |
| Participation rate | 29.2% | 67.9%-38.8pp | 75.0%-45.9pp | 68.1%-38.9pp |
| Annual return | 18.45% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $926 | $3,080-69.9% | $3,782-75.5% | $2,552-63.7% |
| Participant deferral / active EE | $1,858 | $4,037-54.0% | $5,096-63.5% | $4,126-55.0% |
| Admin fee / account holder | $5,281 | $7,381-28.5% | $9,162-42.4% | $7,339-28.0% |