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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 | $101,670 | $93,345+8.9% | $119,126-14.7% | $87,485+16.2% |
| Participation rate | 40.5% | 68.7%-28.2pp | 75.8%-35.3pp | 68.9%-28.4pp |
| Annual return | 16.84% | 19.08%-2.2pp | 282.11%-265.3pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,891 | $3,172-40.4% | $4,034-53.1% | $2,596-27.2% |
| Participant deferral / active EE | $2,844 | $4,099-30.6% | $5,318-46.5% | $4,274-33.5% |
| Admin fee / account holder | $5,131 | $8,039-36.2% | $10,693-52.0% | $7,775-34.0% |