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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 | $112,414 | $98,766+13.8% | $149,730-24.9% | $79,852+40.8% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-4.9pp |
| Annual return | 22.63% | 27.43%-4.8pp | 276.70%-254.1pp | 31.72%-9.1pp |
| Employer contribution / active EE | $1,321 | $3,217-58.9% | $4,645-71.6% | $2,471-46.5% |
| Participant deferral / active EE | $2,867 | $5,681-49.5% | $6,843-58.1% | $3,740-23.4% |
| Admin fee / account holder | $2,866 | $6,052-52.6% | $9,310-69.2% | $5,306-46.0% |