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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 | $104,218 | $93,345+11.6% | $119,126-12.5% | $87,485+19.1% |
| Participation rate | 61.4% | 68.7%-7.4pp | 75.8%-14.4pp | 68.9%-7.6pp |
| Annual return | 14.53% | 19.08%-4.5pp | 282.11%-267.6pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,625 | $3,172-48.8% | $4,034-59.7% | $2,596-37.4% |
| Participant deferral / active EE | $4,363 | $4,099+6.5% | $5,318-17.9% | $4,274+2.1% |
| Admin fee / account holder | $1,894 | $8,039-76.4% | $10,693-82.3% | $7,775-75.6% |