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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 | $99,459 | $88,672+12.2% | $105,223-5.5% | $82,448+20.6% |
| Participation rate | 34.9% | 67.9%-33.0pp | 75.0%-40.1pp | 68.1%-33.1pp |
| Annual return | 13.26% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,145 | $3,048-62.4% | $3,689-69.0% | $2,551-55.1% |
| Participant deferral / active EE | $2,539 | $4,036-37.1% | $5,072-49.9% | $4,139-38.7% |
| Admin fee / account holder | $9,250 | $7,146+29.4% | $8,859+4.4% | $7,234+27.9% |