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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 | $97,212 | $107,030-9.2% | $73,550+32.2% | $147,586-34.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 18.84% | 38.25%-19.4pp | -15.16%+34.0pp | 578.59%-559.7pp |
| Employer contribution / active EE | $3,037 | $1,760+72.5% | $1,219+149.1% | $4,876-37.7% |
| Participant deferral / active EE | $4,815 | $2,458+95.9% | $1,804+166.9% | $5,439-11.5% |
| Admin fee / account holder | $11,176 | $3,055+265.8% | $2,320+381.8% | $10,886+2.7% |