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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 | $92,038 | $107,030-14.0% | $73,550+25.1% | $147,586-37.6% |
| Participation rate | 52.9% | 66.4%-13.4pp | 54.9%-2.0pp | 82.8%-29.9pp |
| Annual return | 8.99% | 38.25%-29.3pp | -15.16%+24.2pp | 578.59%-569.6pp |
| Employer contribution / active EE | $3,583 | $1,760+103.5% | $1,219+193.9% | $4,876-26.5% |
| Participant deferral / active EE | $3,738 | $2,458+52.1% | $1,804+107.2% | $5,439-31.3% |
| Admin fee / account holder | $7,962 | $3,055+160.6% | $2,320+243.2% | $10,886-26.9% |