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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 | $107,649 | $89,259+20.6% | $107,187+0.4% | $82,637+30.3% |
| Participation rate | 44.2% | 67.9%-23.7pp | 75.0%-30.8pp | 68.1%-23.9pp |
| Annual return | 13.53% | 21.02%-7.5pp | 204.55%-191.0pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,342 | $3,080-56.4% | $3,782-64.5% | $2,552-47.4% |
| Participant deferral / active EE | $2,834 | $4,037-29.8% | $5,096-44.4% | $4,126-31.3% |
| Admin fee / account holder | $965 | $7,381-86.9% | $9,162-89.5% | $7,339-86.8% |