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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 | $93,356 | $98,766-5.5% | $149,730-37.7% | $79,852+16.9% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.5%-33.4pp | 69.6%-20.6pp |
| Annual return | 14.49% | 27.43%-12.9pp | 276.70%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,468 | $3,217-54.4% | $4,645-68.4% | $2,471-40.6% |
| Participant deferral / active EE | $2,610 | $5,681-54.1% | $6,843-61.9% | $3,740-30.2% |
| Admin fee / account holder | $840 | $6,052-86.1% | $9,310-91.0% | $5,306-84.2% |