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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 | $83,843+23.4% | $123,973-16.5% | $65,306+58.4% |
| Participation rate | 34.9% | 56.0%-21.1pp | 76.7%-41.8pp | 57.7%-22.8pp |
| Annual return | 17.67% | 19.87%-2.2pp | 388.13%-370.5pp | 21.94%-4.3pp |
| Employer contribution / active EE | $1,323 | $2,873-54.0% | $4,126-67.9% | $1,967-32.8% |
| Participant deferral / active EE | $2,460 | $2,997-17.9% | $5,247-53.1% | $2,959-16.9% |
| Admin fee / account holder | $21,858 | $4,735+361.6% | $11,799+85.3% | $3,480+528.1% |