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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 | $114,761 | $116,203-1.2% | $93,621+22.6% | $152,909-24.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.8%-18.7pp | 82.5%-25.3pp |
| Annual return | 17.44% | 35.96%-18.5pp | 32.76%-15.3pp | 345.46%-328.0pp |
| Employer contribution / active EE | $1,013 | $3,219-68.5% | $2,719-62.7% | $4,764-78.7% |
| Participant deferral / active EE | $1,411 | $4,605-69.4% | $4,070-65.3% | $5,851-75.9% |
| Admin fee / account holder | $385 | $10,751-96.4% | $7,890-95.1% | $11,601-96.7% |