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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 | $103,474 | $83,369+24.1% | $105,223-1.7% | $67,986+52.2% |
| Participation rate | 34.9% | 56.3%-21.4pp | 75.0%-40.2pp | 57.2%-22.3pp |
| Annual return | 17.67% | 24.64%-7.0pp | 180.65%-163.0pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,323 | $2,541-47.9% | $3,689-64.1% | $2,019-34.5% |
| Participant deferral / active EE | $2,460 | $3,295-25.4% | $5,072-51.5% | $3,358-26.8% |
| Admin fee / account holder | $21,858 | $4,073+436.7% | $8,859+146.7% | $3,203+582.4% |