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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 | $106,791 | $70,684+51.1% | $169,390-37.0% | $75,173+42.1% |
| Participation rate | 56.8% | 64.8%-8.0pp | 77.2%-20.4pp | 67.2%-10.4pp |
| Annual return | 22.66% | 36.38%-13.7pp | 406.07%-383.4pp | 160.72%-138.1pp |
| Employer contribution / active EE | $1,514 | $2,211-31.5% | $4,013-62.3% | $2,671-43.3% |
| Participant deferral / active EE | $2,921 | $4,310-32.2% | $6,222-53.1% | $4,126-29.2% |
| Admin fee / account holder | $27,450 | $5,404+408.0% | $9,015+204.5% | $5,651+385.8% |