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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 | $109,997 | $133,998-17.9% | $112,263-2.0% | $134,545-18.2% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | 37.72% | 47.17%-9.5pp | 27.49%+10.2pp | 418.37%-380.7pp |
| Employer contribution / active EE | $1,752 | $4,040-56.6% | $3,636-51.8% | $4,742-63.1% |
| Participant deferral / active EE | $2,762 | $5,292-47.8% | $4,729-41.6% | $6,401-56.9% |
| Admin fee / account holder | $3,216 | $7,493-57.1% | $6,410-49.8% | $11,431-71.9% |