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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 | $100,526 | $93,345+7.7% | $119,126-15.6% | $87,485+14.9% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 15.17% | 19.08%-3.9pp | 282.11%-266.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,564 | $3,172-50.7% | $4,034-61.2% | $2,596-39.8% |
| Participant deferral / active EE | $2,560 | $4,099-37.5% | $5,318-51.9% | $4,274-40.1% |
| Admin fee / account holder | $32,504 | $8,039+304.4% | $10,693+204.0% | $7,775+318.1% |