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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 | $97,889 | $101,618-3.7% | $93,063+5.2% | $137,256-28.7% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 14.60% | 223.95%-209.3pp | 34.15%-19.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,368 | $2,707-49.5% | $2,476-44.7% | $4,156-67.1% |
| Participant deferral / active EE | $1,536 | $4,279-64.1% | $3,958-61.2% | $6,407-76.0% |
| Admin fee / account holder | $1,194 | $6,198-80.7% | $6,033-80.2% | $12,270-90.3% |