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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 | $92,510 | $83,369+11.0% | $105,223-12.1% | $67,986+36.1% |
| Participation rate | 29.7% | 56.3%-26.6pp | 75.0%-45.4pp | 57.2%-27.5pp |
| Annual return | 13.03% | 24.64%-11.6pp | 180.65%-167.6pp | 31.67%-18.6pp |
| Employer contribution / active EE | $995 | $2,541-60.8% | $3,689-73.0% | $2,019-50.7% |
| Participant deferral / active EE | $2,123 | $3,295-35.6% | $5,072-58.1% | $3,358-36.8% |
| Admin fee / account holder | $7,093 | $4,073+74.2% | $8,859-19.9% | $3,203+121.4% |