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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 | $108,761 | $89,259+21.8% | $107,187+1.5% | $82,637+31.6% |
| Participation rate | 35.0% | 67.9%-32.9pp | 75.0%-40.0pp | 68.1%-33.1pp |
| Annual return | 15.36% | 21.02%-5.7pp | 204.55%-189.2pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,177 | $3,080-61.8% | $3,782-68.9% | $2,552-53.9% |
| Participant deferral / active EE | $3,215 | $4,037-20.4% | $5,096-36.9% | $4,126-22.1% |
| Admin fee / account holder | $548 | $7,381-92.6% | $9,162-94.0% | $7,339-92.5% |