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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 | $106,408 | $114,119-6.8% | $107,187-0.7% | $138,895-23.4% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 12.11% | 273.21%-261.1pp | 204.55%-192.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,672 | $4,059-58.8% | $3,782-55.8% | $4,194-60.1% |
| Participant deferral / active EE | $2,651 | $5,538-52.1% | $5,096-48.0% | $6,396-58.6% |
| Admin fee / account holder | $17,148 | $10,024+71.1% | $9,162+87.2% | $12,562+36.5% |