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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 | $109,358 | $88,672+23.3% | $105,223+3.9% | $82,448+32.6% |
| Participation rate | 52.1% | 67.9%-15.8pp | 75.0%-23.0pp | 68.1%-16.0pp |
| Annual return | 13.09% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,131 | $3,048-62.9% | $3,689-69.3% | $2,551-55.7% |
| Participant deferral / active EE | $3,000 | $4,036-25.7% | $5,072-40.8% | $4,139-27.5% |
| Admin fee / account holder | $534 | $7,146-92.5% | $8,859-94.0% | $7,234-92.6% |