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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 | $111,275 | $93,345+19.2% | $119,126-6.6% | $87,485+27.2% |
| Participation rate | 39.2% | 68.7%-29.5pp | 75.8%-36.5pp | 68.9%-29.7pp |
| Annual return | 16.00% | 19.08%-3.1pp | 282.11%-266.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,035 | $3,172-35.8% | $4,034-49.6% | $2,596-21.6% |
| Participant deferral / active EE | $4,448 | $4,099+8.5% | $5,318-16.4% | $4,274+4.1% |
| Admin fee / account holder | $6,168 | $8,039-23.3% | $10,693-42.3% | $7,775-20.7% |