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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 | $106,434 | $118,877-10.5% | $96,570+10.2% | $167,536-36.5% |
| Participation rate | 69.2% | 75.5%-6.3pp | 69.8%-0.6pp | 82.1%-12.9pp |
| Annual return | 14.45% | 50.50%-36.1pp | 37.79%-23.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,372 | $3,121-56.0% | $2,357-41.8% | $4,839-71.6% |
| Participant deferral / active EE | $4,430 | $4,617-4.0% | $3,849+15.1% | $6,342-30.1% |
| Admin fee / account holder | $4,717 | $8,069-41.5% | $6,182-23.7% | $12,315-61.7% |