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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 | $87,012 | $78,707+10.6% | $117,861-26.2% | $70,126+24.1% |
| Participation rate | 44.4% | 73.2%-28.7pp | 79.7%-35.2pp | 69.5%-25.1pp |
| Annual return | 14.01% | 23.30%-9.3pp | 335.11%-321.1pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,155 | $2,223-48.1% | $3,786-69.5% | $2,343-50.7% |
| Participant deferral / active EE | $2,740 | $3,297-16.9% | $4,482-38.9% | $3,332-17.8% |
| Admin fee / account holder | $15,363 | $5,066+203.3% | $8,021+91.5% | $4,645+230.7% |