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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 | $96,594 | $104,251-7.3% | $91,004+6.1% | $147,586-34.6% |
| Participation rate | 55.0% | 78.2%-23.2pp | 75.6%-20.6pp | 82.8%-27.8pp |
| Annual return | 17.35% | 27.06%-9.7pp | 4.60%+12.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,152 | $3,116-63.0% | $2,456-53.1% | $4,876-76.4% |
| Participant deferral / active EE | $4,247 | $4,195+1.2% | $3,548+19.7% | $5,439-21.9% |
| Admin fee / account holder | $3,332 | $8,948-62.8% | $5,417-38.5% | $10,886-69.4% |