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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 | $101,204 | $95,415+6.1% | $185,851-45.5% | $85,851+17.9% |
| Participation rate | 56.7% | 68.8%-12.1pp | 81.7%-25.0pp | 69.3%-12.7pp |
| Annual return | 19.70% | 23.59%-3.9pp | 122.11%-102.4pp | 318.63%-298.9pp |
| Employer contribution / active EE | $1,031 | $3,314-68.9% | $5,168-80.1% | $2,565-59.8% |
| Participant deferral / active EE | $4,279 | $3,424+25.0% | $5,569-23.2% | $3,952+8.3% |
| Admin fee / account holder | $906 | $7,215-87.4% | $16,245-94.4% | $6,261-85.5% |