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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 | $108,074 | $110,410-2.1% | $102,437+5.5% | $145,897-25.9% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 15.75% | 24.85%-9.1pp | 24.95%-9.2pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,676 | $4,217-60.3% | $3,871-56.7% | $4,663-64.1% |
| Participant deferral / active EE | $3,405 | $5,622-39.4% | $5,060-32.7% | $6,689-49.1% |
| Admin fee / account holder | $17,922 | $9,745+83.9% | $8,388+113.7% | $13,390+33.8% |