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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 | $104,364 | $105,284-0.9% | $150,734-30.8% | $94,015+11.0% |
| Participation rate | 23.5% | 71.7%-48.2pp | 78.4%-54.9pp | 70.8%-47.3pp |
| Annual return | 11.82% | 15.67%-3.9pp | 600.81%-589.0pp | 17.84%-6.0pp |
| Employer contribution / active EE | $1,156 | $3,599-67.9% | $4,918-76.5% | $2,790-58.6% |
| Participant deferral / active EE | $2,918 | $4,274-31.7% | $5,610-48.0% | $4,249-31.3% |
| Admin fee / account holder | $17,724 | $9,839+80.1% | $14,905+18.9% | $8,951+98.0% |