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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 | $110,922 | $78,690+41.0% | $161,489-31.3% | $87,485+26.8% |
| Participation rate | 39.4% | 67.5%-28.1pp | 78.7%-39.3pp | 68.9%-29.5pp |
| Annual return | 18.60% | 32.74%-14.1pp | 89.72%-71.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $736 | $2,588-71.6% | $4,268-82.8% | $2,596-71.7% |
| Participant deferral / active EE | $2,625 | $3,311-20.7% | $5,630-53.4% | $4,274-38.6% |
| Admin fee / account holder | $2,416 | $6,724-64.1% | $16,006-84.9% | $7,775-68.9% |