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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 | $108,922 | $117,895-7.6% | $102,460+6.3% | $145,897-25.3% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 9.68% | 31.92%-22.2pp | 29.47%-19.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,761 | $3,619-51.4% | $3,025-41.8% | $4,663-62.2% |
| Participant deferral / active EE | $4,330 | $5,736-24.5% | $5,056-14.4% | $6,689-35.3% |
| Admin fee / account holder | $502 | $13,353-96.2% | $9,460-94.7% | $13,390-96.3% |