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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 | $104,811 | $73,107+43.4% | $114,563-8.5% | $87,485+19.8% |
| Participation rate | 46.9% | 65.8%-18.9pp | 72.9%-26.0pp | 68.9%-22.1pp |
| Annual return | 13.63% | 19.47%-5.8pp | 241.09%-227.5pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,193 | $1,881-36.6% | $2,592-54.0% | $2,596-54.0% |
| Participant deferral / active EE | $3,004 | $3,144-4.4% | $4,142-27.5% | $4,274-29.7% |
| Admin fee / account holder | $1,299 | $5,770-77.5% | $7,623-83.0% | $7,775-83.3% |