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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 | $115,080 | $95,406+20.6% | $185,849-38.1% | $85,847+34.1% |
| Participation rate | 55.1% | 68.8%-13.7pp | 81.7%-26.7pp | 69.3%-14.3pp |
| Annual return | 11.96% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,174 | $3,314-64.6% | $5,169-77.3% | $2,565-54.2% |
| Participant deferral / active EE | $2,223 | $3,424-35.1% | $5,569-60.1% | $3,952-43.8% |
| Admin fee / account holder | $3,282 | $7,214-54.5% | $16,244-79.8% | $6,261-47.6% |