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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 | $104,720 | $85,766+22.1% | $136,298-23.2% | $70,126+49.3% |
| Participation rate | 45.2% | 74.2%-29.0pp | 81.9%-36.8pp | 69.5%-24.4pp |
| Annual return | 14.84% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,076 | $2,966-63.7% | $4,696-77.1% | $2,343-54.1% |
| Participant deferral / active EE | $4,529 | $5,051-10.3% | $6,247-27.5% | $3,332+35.9% |
| Admin fee / account holder | $401 | $5,421-92.6% | $9,244-95.7% | $4,645-91.4% |