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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 | $107,065 | $87,166+22.8% | $76,735+39.5% | $137,256-22.0% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 0.00% | 26.50%-26.5pp | 29.77%-29.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $924 | $2,904-68.2% | $2,454-62.4% | $4,156-77.8% |
| Participant deferral / active EE | $2,893 | $4,726-38.8% | $4,088-29.2% | $6,407-54.8% |
| Admin fee / account holder | $818 | $8,403-90.3% | $7,189-88.6% | $12,270-93.3% |