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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 | $88,996+20.3% | $78,004+37.3% | $138,895-22.9% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.4%-13.9pp | 79.9%-24.4pp |
| Annual return | 0.00% | 28.03%-28.0pp | 31.07%-31.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $924 | $2,917-68.3% | $2,469-62.6% | $4,194-78.0% |
| Participant deferral / active EE | $2,893 | $4,724-38.8% | $4,092-29.3% | $6,396-54.8% |
| Admin fee / account holder | $818 | $8,807-90.7% | $7,578-89.2% | $12,562-93.5% |