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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 | $103,822 | $94,439+9.9% | $73,658+41.0% | $154,746-32.9% |
| Participation rate | 12.5% | 64.7%-52.2pp | 57.0%-44.5pp | 80.7%-68.2pp |
| Annual return | 5.89% | 28.25%-22.4pp | 29.72%-23.8pp | 172.34%-166.5pp |
| Employer contribution / active EE | $366 | $1,257-70.9% | $1,032-64.6% | $4,379-91.7% |
| Participant deferral / active EE | $1,336 | $2,527-47.1% | $2,062-35.2% | $6,730-80.2% |
| Admin fee / account holder | $11,526 | $3,843+199.9% | $3,357+243.4% | $14,365-19.8% |