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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 | $83,369+26.4% | $105,223+0.2% | $67,986+55.1% |
| Participation rate | 39.9% | 56.3%-16.4pp | 75.0%-35.2pp | 57.2%-17.3pp |
| Annual return | 14.61% | 24.64%-10.0pp | 180.65%-166.0pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,642 | $2,541-35.4% | $3,689-55.5% | $2,019-18.7% |
| Participant deferral / active EE | $2,967 | $3,295-10.0% | $5,072-41.5% | $3,358-11.7% |
| Admin fee / account holder | $6,337 | $4,073+55.6% | $8,859-28.5% | $3,203+97.8% |