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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 | $105,059 | $105,200-0.1% | $159,474-34.1% | $85,847+22.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.8%-42.8pp | 69.3%-29.3pp |
| Annual return | 20.07% | 45.08%-25.0pp | 263.68%-243.6pp | 318.61%-298.5pp |
| Employer contribution / active EE | $1,282 | $3,319-61.4% | $4,831-73.5% | $2,565-50.0% |
| Participant deferral / active EE | $3,026 | $5,946-49.1% | $7,353-58.8% | $3,952-23.4% |
| Admin fee / account holder | $7,280 | $6,934+5.0% | $10,802-32.6% | $6,261+16.3% |