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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 | $107,590 | $98,760+8.9% | $149,715-28.1% | $79,858+34.7% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 18.03% | 27.43%-9.4pp | 276.66%-258.6pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,344 | $3,217-58.2% | $4,645-71.1% | $2,471-45.6% |
| Participant deferral / active EE | $2,500 | $5,681-56.0% | $6,842-63.5% | $3,740-33.2% |
| Admin fee / account holder | $1,353 | $6,053-77.6% | $9,310-85.5% | $5,306-74.5% |