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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 | $105,103 | $98,766+6.4% | $149,730-29.8% | $79,852+31.6% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 15.55% | 27.43%-11.9pp | 276.70%-261.1pp | 31.72%-16.2pp |
| Employer contribution / active EE | $881 | $3,217-72.6% | $4,645-81.0% | $2,471-64.3% |
| Participant deferral / active EE | $4,247 | $5,681-25.2% | $6,843-37.9% | $3,740+13.5% |
| Admin fee / account holder | $2,054 | $6,052-66.1% | $9,310-77.9% | $5,306-61.3% |