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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 | $104,653 | $83,369+25.5% | $105,223-0.5% | $67,986+53.9% |
| Participation rate | 21.8% | 56.3%-34.5pp | 75.0%-53.3pp | 57.2%-35.4pp |
| Annual return | 14.55% | 24.64%-10.1pp | 180.65%-166.1pp | 31.67%-17.1pp |
| Employer contribution / active EE | $905 | $2,541-64.4% | $3,689-75.5% | $2,019-55.2% |
| Participant deferral / active EE | $1,918 | $3,295-41.8% | $5,072-62.2% | $3,358-42.9% |
| Admin fee / account holder | $9,317 | $4,073+128.8% | $8,859+5.2% | $3,203+190.9% |