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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 | $107,501 | $112,933-4.8% | $90,970+18.2% | $158,982-32.4% |
| Participation rate | 56.5% | 74.7%-18.2pp | 69.0%-12.5pp | 82.0%-25.4pp |
| Annual return | 18.83% | 215.82%-197.0pp | 134.60%-115.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $906 | $2,893-68.7% | $2,122-57.3% | $4,763-81.0% |
| Participant deferral / active EE | $2,112 | $4,128-48.8% | $3,373-37.4% | $5,983-64.7% |
| Admin fee / account holder | $915 | $8,047-88.6% | $5,961-84.7% | $11,252-91.9% |