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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 | $104,324 | $107,368-2.8% | $92,915+12.3% | $152,909-31.8% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.4pp |
| Annual return | 16.57% | 145.64%-129.1pp | 109.45%-92.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $1,261 | $4,222-70.1% | $3,653-65.5% | $4,764-73.5% |
| Participant deferral / active EE | $4,047 | $4,848-16.5% | $4,238-4.5% | $5,851-30.8% |
| Admin fee / account holder | $17,484 | $7,082+146.9% | $5,796+201.7% | $11,601+50.7% |