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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 | $105,414 | $80,674+30.7% | $119,126-11.5% | $64,340+63.8% |
| Participation rate | 39.9% | 55.2%-15.3pp | 75.8%-35.9pp | 55.2%-15.4pp |
| Annual return | 14.61% | 26.86%-12.3pp | 282.11%-267.5pp | 24.14%-9.5pp |
| Employer contribution / active EE | $1,642 | $2,564-36.0% | $4,034-59.3% | $1,862-11.8% |
| Participant deferral / active EE | $2,967 | $3,053-2.8% | $5,318-44.2% | $2,980-0.5% |
| Admin fee / account holder | $6,337 | $4,559+39.0% | $10,693-40.7% | $3,703+71.2% |