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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 | $110,614 | $93,345+18.5% | $119,126-7.1% | $87,485+26.4% |
| Participation rate | 29.8% | 68.7%-38.9pp | 75.8%-45.9pp | 68.9%-39.1pp |
| Annual return | 21.91% | 19.08%+2.8pp | 282.11%-260.2pp | 26.06%-4.2pp |
| Employer contribution / active EE | $1,211 | $3,172-61.8% | $4,034-70.0% | $2,596-53.4% |
| Participant deferral / active EE | $2,777 | $4,099-32.2% | $5,318-47.8% | $4,274-35.0% |
| Admin fee / account holder | $8,310 | $8,039+3.4% | $10,693-22.3% | $7,775+6.9% |