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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 | $88,672+24.7% | $105,223+5.1% | $82,448+34.2% |
| Participation rate | 29.8% | 67.9%-38.1pp | 75.0%-45.2pp | 68.1%-38.2pp |
| Annual return | 21.91% | 30.86%-8.9pp | 180.65%-158.7pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,211 | $3,048-60.3% | $3,689-67.2% | $2,551-52.5% |
| Participant deferral / active EE | $2,777 | $4,036-31.2% | $5,072-45.2% | $4,139-32.9% |
| Admin fee / account holder | $8,310 | $7,146+16.3% | $8,859-6.2% | $7,234+14.9% |