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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 | $107,886 | $103,393+4.3% | $87,103+23.9% | $152,909-29.4% |
| Participation rate | 41.2% | 79.4%-38.2pp | 76.9%-35.7pp | 82.5%-41.3pp |
| Annual return | 22.37% | 28.10%-5.7pp | 28.19%-5.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $651 | $3,221-79.8% | $2,521-74.2% | $4,764-86.3% |
| Participant deferral / active EE | $1,858 | $4,778-61.1% | $4,049-54.1% | $5,851-68.2% |
| Admin fee / account holder | $33,123 | $12,195+171.6% | $7,491+342.1% | $11,601+185.5% |