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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 | $102,151 | $87,106+17.3% | $105,607-3.3% | $80,935+26.2% |
| Participation rate | 41.7% | 70.4%-28.8pp | 75.3%-33.6pp | 67.7%-26.0pp |
| Annual return | 15.23% | 17.01%-1.8pp | 116.11%-100.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,009 | $2,396-57.9% | $3,167-68.1% | $2,757-63.4% |
| Participant deferral / active EE | $2,346 | $3,986-41.1% | $5,011-53.2% | $4,299-45.4% |
| Admin fee / account holder | $810 | $8,447-90.4% | $10,958-92.6% | $6,924-88.3% |