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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 | $109,206 | $103,392+5.6% | $87,104+25.4% | $152,897-28.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 10.76% | 28.10%-17.3pp | 28.19%-17.4pp | 345.43%-334.7pp |
| Employer contribution / active EE | $1,009 | $3,221-68.7% | $2,521-60.0% | $4,764-78.8% |
| Participant deferral / active EE | $4,688 | $4,778-1.9% | $4,048+15.8% | $5,851-19.9% |
| Admin fee / account holder | $2,124 | $12,194-82.6% | $7,491-71.6% | $11,599-81.7% |