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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 | $107,926 | $110,137-2.0% | $161,149-33.0% | $82,637+30.6% |
| Participation rate | 63.0% | 72.4%-9.4pp | 78.8%-15.9pp | 68.1%-5.1pp |
| Annual return | 96.20% | 20.69%+75.5pp | 21.16%+75.0pp | 53.51%+42.7pp |
| Employer contribution / active EE | $1,018 | $2,856-64.4% | $4,360-76.7% | $2,552-60.1% |
| Participant deferral / active EE | $2,702 | $4,575-40.9% | $6,153-56.1% | $4,126-34.5% |
| Admin fee / account holder | $2,063 | $9,467-78.2% | $15,194-86.4% | $7,339-71.9% |