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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 | $95,887 | $98,240-2.4% | $82,312+16.5% | $147,586-35.0% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 15.40% | 30.85%-15.5pp | 25.88%-10.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,807 | $3,192-43.4% | $2,428-25.6% | $4,876-62.9% |
| Participant deferral / active EE | $3,393 | $4,383-22.6% | $3,706-8.5% | $5,439-37.6% |
| Admin fee / account holder | $7,647 | $8,563-10.7% | $5,608+36.4% | $10,886-29.7% |