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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 | $103,422 | $104,664-1.2% | $85,693+20.7% | $167,518-38.3% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.9%-9.9pp | 82.1%-22.1pp |
| Annual return | 9.80% | 21.45%-11.7pp | 21.49%-11.7pp | 478.71%-468.9pp |
| Employer contribution / active EE | $967 | $3,337-71.0% | $2,618-63.1% | $4,838-80.0% |
| Participant deferral / active EE | $2,583 | $4,824-46.5% | $3,923-34.1% | $6,342-59.3% |
| Admin fee / account holder | $30,388 | $10,032+202.9% | $6,874+342.0% | $12,312+146.8% |