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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 | $113,117 | $124,346-9.0% | $111,306+1.6% | $167,553-32.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 14.74% | 37.46%-22.7pp | 54.67%-39.9pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,949 | $3,438-43.3% | $2,732-28.6% | $4,840-59.7% |
| Participant deferral / active EE | $3,668 | $5,182-29.2% | $4,488-18.3% | $6,343-42.2% |
| Admin fee / account holder | $489 | $10,623-95.4% | $7,966-93.9% | $12,316-96.0% |