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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 | $99,587 | $118,875-16.2% | $96,572+3.1% | $167,553-40.6% |
| Participation rate | 47.1% | 75.5%-28.4pp | 69.8%-22.8pp | 82.1%-35.1pp |
| Annual return | 16.95% | 50.50%-33.5pp | 37.79%-20.8pp | 478.89%-461.9pp |
| Employer contribution / active EE | $1,446 | $3,121-53.7% | $2,357-38.7% | $4,840-70.1% |
| Participant deferral / active EE | $2,530 | $4,617-45.2% | $3,850-34.3% | $6,343-60.1% |
| Admin fee / account holder | $3,363 | $8,070-58.3% | $6,183-45.6% | $12,316-72.7% |