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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 | $105,157 | $117,895-10.8% | $102,460+2.6% | $145,897-27.9% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 10.68% | 31.92%-21.2pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,908 | $3,619-47.3% | $3,025-36.9% | $4,663-59.1% |
| Participant deferral / active EE | $4,536 | $5,736-20.9% | $5,056-10.3% | $6,689-32.2% |
| Admin fee / account holder | $937 | $13,353-93.0% | $9,460-90.1% | $13,390-93.0% |