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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 | $99,771 | $89,370+11.6% | $141,197-29.3% | $72,976+36.7% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.5%-26.6pp | 69.5%-13.6pp |
| Annual return | 19.32% | 111.88%-92.6pp | 71.41%-52.1pp | 81.02%-61.7pp |
| Employer contribution / active EE | $2,076 | $3,115-33.4% | $4,736-56.2% | $2,440-14.9% |
| Participant deferral / active EE | $3,041 | $5,419-43.9% | $6,710-54.7% | $3,608-15.7% |
| Admin fee / account holder | $1,759 | $5,957-70.5% | $10,265-82.9% | $5,124-65.7% |