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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 | $99,219 | $106,923-7.2% | $84,023+18.1% | $152,909-35.1% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 15.34% | 105.02%-89.7pp | 71.32%-56.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $890 | $2,735-67.5% | $1,984-55.1% | $4,764-81.3% |
| Participant deferral / active EE | $2,071 | $4,013-48.4% | $3,239-36.1% | $5,851-64.6% |
| Admin fee / account holder | $1,020 | $8,289-87.7% | $6,102-83.3% | $11,601-91.2% |