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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 | $98,889 | $73,107+35.3% | $114,563-13.7% | $87,485+13.0% |
| Participation rate | 57.7% | 65.8%-8.1pp | 72.9%-15.2pp | 68.9%-11.2pp |
| Annual return | 15.00% | 19.47%-4.5pp | 241.09%-226.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $332 | $1,881-82.3% | $2,592-87.2% | $2,596-87.2% |
| Participant deferral / active EE | $2,432 | $3,144-22.6% | $4,142-41.3% | $4,274-43.1% |
| Admin fee / account holder | $2,254 | $5,770-60.9% | $7,623-70.4% | $7,775-71.0% |