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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 | $111,241 | $127,779-12.9% | $106,551+4.4% | $167,518-33.6% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.6pp |
| Annual return | 11.19% | 33.87%-22.7pp | 26.80%-15.6pp | 478.71%-467.5pp |
| Employer contribution / active EE | $1,489 | $3,427-56.6% | $2,819-47.2% | $4,838-69.2% |
| Participant deferral / active EE | $2,192 | $5,088-56.9% | $4,398-50.2% | $6,342-65.4% |
| Admin fee / account holder | $804 | $11,228-92.8% | $7,408-89.1% | $12,312-93.5% |