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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 | $106,023 | $154,193-31.2% | $130,045-18.5% | $139,466-24.0% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 12.41% | 32.51%-20.1pp | -137.30%+149.7pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,395 | $5,292-73.6% | $4,321-67.7% | $4,754-70.7% |
| Participant deferral / active EE | $7,136 | $6,709+6.4% | $5,820+22.6% | $6,712+6.3% |
| Admin fee / account holder | $13,345 | $13,989-4.6% | $10,600+25.9% | $11,409+17.0% |