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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 | $103,064 | $77,920+32.3% | $149,723-31.2% | $75,177+37.1% |
| Participation rate | 36.5% | 65.6%-29.0pp | 78.8%-42.2pp | 67.2%-30.7pp |
| Annual return | 15.24% | 31.72%-16.5pp | 134.50%-119.3pp | 160.75%-145.5pp |
| Employer contribution / active EE | $488 | $3,138-84.5% | $4,821-89.9% | $2,671-81.7% |
| Participant deferral / active EE | $2,438 | $3,411-28.5% | $5,682-57.1% | $4,126-40.9% |
| Admin fee / account holder | $1,043 | $5,951-82.5% | $13,215-92.1% | $5,651-81.5% |