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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 | $115,653 | $93,345+23.9% | $119,126-2.9% | $87,485+32.2% |
| Participation rate | 35.2% | 68.7%-33.6pp | 75.8%-40.6pp | 68.9%-33.7pp |
| Annual return | 17.04% | 19.08%-2.0pp | 282.11%-265.1pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,698 | $3,172-46.5% | $4,034-57.9% | $2,596-34.6% |
| Participant deferral / active EE | $2,539 | $4,099-38.0% | $5,318-52.2% | $4,274-40.6% |
| Admin fee / account holder | $601 | $8,039-92.5% | $10,693-94.4% | $7,775-92.3% |