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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 | $97,277 | $85,766+13.4% | $136,298-28.6% | $70,126+38.7% |
| Participation rate | 39.2% | 74.2%-35.0pp | 81.9%-42.7pp | 69.5%-30.4pp |
| Annual return | 31.01% | 31.46%-0.4pp | 5156.27%-5125.3pp | 73.15%-42.1pp |
| Employer contribution / active EE | $929 | $2,966-68.7% | $4,696-80.2% | $2,343-60.3% |
| Participant deferral / active EE | $2,145 | $5,051-57.5% | $6,247-65.7% | $3,332-35.6% |
| Admin fee / account holder | $1,091 | $5,421-79.9% | $9,244-88.2% | $4,645-76.5% |