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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 | $101,390 | $101,618-0.2% | $93,063+8.9% | $137,256-26.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 16.06% | 223.95%-207.9pp | 34.15%-18.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $736 | $2,707-72.8% | $2,476-70.3% | $4,156-82.3% |
| Participant deferral / active EE | $2,632 | $4,279-38.5% | $3,958-33.5% | $6,407-58.9% |
| Admin fee / account holder | $9,647 | $6,198+55.6% | $6,033+59.9% | $12,270-21.4% |