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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 | $109,993 | $106,923+2.9% | $84,023+30.9% | $152,909-28.1% |
| Participation rate | 61.9% | 75.3%-13.3pp | 69.0%-7.1pp | 82.5%-20.6pp |
| Annual return | 18.31% | 105.02%-86.7pp | 71.32%-53.0pp | 345.46%-327.2pp |
| Employer contribution / active EE | $469 | $2,735-82.8% | $1,984-76.3% | $4,764-90.1% |
| Participant deferral / active EE | $1,640 | $4,013-59.1% | $3,239-49.4% | $5,851-72.0% |
| Admin fee / account holder | $3,081 | $8,289-62.8% | $6,102-49.5% | $11,601-73.4% |