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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 | $109,600 | $106,918+2.5% | $84,021+30.4% | $152,897-28.3% |
| Participation rate | 54.2% | 75.2%-21.1pp | 69.0%-14.9pp | 82.5%-28.3pp |
| Annual return | 23.48% | 105.01%-81.5pp | 71.32%-47.8pp | 345.43%-322.0pp |
| Employer contribution / active EE | $390 | $2,735-85.8% | $1,984-80.4% | $4,764-91.8% |
| Participant deferral / active EE | $2,257 | $4,012-43.8% | $3,239-30.3% | $5,851-61.4% |
| Admin fee / account holder | $967 | $8,288-88.3% | $6,102-84.1% | $11,599-91.7% |