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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 | $100,975 | $93,345+8.2% | $119,126-15.2% | $87,485+15.4% |
| Participation rate | 56.0% | 68.7%-12.7pp | 75.8%-19.8pp | 68.9%-12.9pp |
| Annual return | 13.22% | 19.08%-5.9pp | 282.11%-268.9pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,906 | $3,172-39.9% | $4,034-52.7% | $2,596-26.6% |
| Participant deferral / active EE | $3,736 | $4,099-8.8% | $5,318-29.7% | $4,274-12.6% |
| Admin fee / account holder | $9,971 | $8,039+24.0% | $10,693-6.8% | $7,775+28.2% |