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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 | $111,956 | $116,203-3.7% | $93,621+19.6% | $152,897-26.8% |
| Participation rate | 30.4% | 78.1%-47.6pp | 75.8%-45.4pp | 82.5%-52.0pp |
| Annual return | 17.68% | 35.96%-18.3pp | 32.76%-15.1pp | 345.43%-327.8pp |
| Employer contribution / active EE | $1,058 | $3,219-67.1% | $2,719-61.1% | $4,764-77.8% |
| Participant deferral / active EE | $1,742 | $4,605-62.2% | $4,070-57.2% | $5,851-70.2% |
| Admin fee / account holder | $872 | $10,751-91.9% | $7,890-88.9% | $11,599-92.5% |