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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 | $95,448 | $89,259+6.9% | $107,187-11.0% | $82,637+15.5% |
| Participation rate | 28.0% | 67.9%-39.9pp | 75.0%-47.0pp | 68.1%-40.1pp |
| Annual return | 14.74% | 21.02%-6.3pp | 204.55%-189.8pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,282 | $3,080-58.4% | $3,782-66.1% | $2,552-49.7% |
| Participant deferral / active EE | $3,546 | $4,037-12.2% | $5,096-30.4% | $4,126-14.1% |
| Admin fee / account holder | $15,624 | $7,381+111.7% | $9,162+70.5% | $7,339+112.9% |