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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 | $103,316 | $106,918-3.4% | $84,021+23.0% | $152,897-32.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 17.15% | 105.01%-87.9pp | 71.32%-54.2pp | 345.43%-328.3pp |
| Employer contribution / active EE | $796 | $2,735-70.9% | $1,984-59.9% | $4,764-83.3% |
| Participant deferral / active EE | $3,431 | $4,012-14.5% | $3,239+5.9% | $5,851-41.4% |
| Admin fee / account holder | $822 | $8,288-90.1% | $6,102-86.5% | $11,599-92.9% |