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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 | $167,323-35.6% | $143,770-25.0% | $134,493-19.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 5.43% | 0.47%+5.0pp | -0.04%+5.5pp | 418.01%-412.6pp |
| Employer contribution / active EE | $1,490 | $5,619-73.5% | $4,951-69.9% | $4,740-68.6% |
| Participant deferral / active EE | $10,572 | $6,446+64.0% | $5,638+87.5% | $6,400+65.2% |
| Admin fee / account holder | $446 | $18,088-97.5% | $14,673-97.0% | $11,425-96.1% |