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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 | $97,216 | $107,368-9.5% | $92,915+4.6% | $152,909-36.4% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 17.30% | 145.64%-128.3pp | 109.45%-92.2pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,564 | $4,222-63.0% | $3,653-57.2% | $4,764-67.2% |
| Participant deferral / active EE | $2,742 | $4,848-43.4% | $4,238-35.3% | $5,851-53.1% |
| Admin fee / account holder | $1,430 | $7,082-79.8% | $5,796-75.3% | $11,601-87.7% |