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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 | $96,861 | $95,415+1.5% | $185,851-47.9% | $85,851+12.8% |
| Participation rate | 57.6% | 68.8%-11.2pp | 81.7%-24.1pp | 69.3%-11.7pp |
| Annual return | 14.41% | 23.59%-9.2pp | 122.11%-107.7pp | 318.63%-304.2pp |
| Employer contribution / active EE | $1,623 | $3,314-51.0% | $5,168-68.6% | $2,565-36.7% |
| Participant deferral / active EE | $3,413 | $3,424-0.3% | $5,569-38.7% | $3,952-13.6% |
| Admin fee / account holder | $7,011 | $7,215-2.8% | $16,245-56.8% | $6,261+12.0% |