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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 | $95,676 | $83,369+14.8% | $105,223-9.1% | $67,986+40.7% |
| Participation rate | 25.1% | 56.3%-31.1pp | 75.0%-49.9pp | 57.2%-32.1pp |
| Annual return | 16.69% | 24.64%-7.9pp | 180.65%-164.0pp | 31.67%-15.0pp |
| Employer contribution / active EE | $748 | $2,541-70.6% | $3,689-79.7% | $2,019-63.0% |
| Participant deferral / active EE | $2,384 | $3,295-27.6% | $5,072-53.0% | $3,358-29.0% |
| Admin fee / account holder | $4,703 | $4,073+15.5% | $8,859-46.9% | $3,203+46.8% |