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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 | $107,778 | $167,353-35.6% | $143,797-25.0% | $134,545-19.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 5.43% | 0.48%+4.9pp | -0.04%+5.5pp | 418.37%-412.9pp |
| Employer contribution / active EE | $1,490 | $5,620-73.5% | $4,952-69.9% | $4,742-68.6% |
| Participant deferral / active EE | $10,572 | $6,447+64.0% | $5,638+87.5% | $6,401+65.2% |
| Admin fee / account holder | $446 | $18,096-97.5% | $14,679-97.0% | $11,431-96.1% |