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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 | $115,893 | $117,895-1.7% | $102,460+13.1% | $145,897-20.6% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 12.75% | 31.92%-19.2pp | 29.47%-16.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,682 | $3,619-53.5% | $3,025-44.4% | $4,663-63.9% |
| Participant deferral / active EE | $2,934 | $5,736-48.8% | $5,056-42.0% | $6,689-56.1% |
| Admin fee / account holder | $1,908 | $13,353-85.7% | $9,460-79.8% | $13,390-85.7% |