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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 | $102,912 | $77,908+32.1% | $149,696-31.3% | $75,173+36.9% |
| Participation rate | 29.0% | 65.6%-36.5pp | 78.8%-49.7pp | 67.2%-38.2pp |
| Annual return | 15.34% | 31.73%-16.4pp | 134.46%-119.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $680 | $3,138-78.3% | $4,821-85.9% | $2,671-74.5% |
| Participant deferral / active EE | $2,038 | $3,411-40.2% | $5,682-64.1% | $4,126-50.6% |
| Admin fee / account holder | $4,583 | $5,950-23.0% | $13,212-65.3% | $5,651-18.9% |