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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 | $103,720 | $110,379-6.0% | $102,412+1.3% | $145,884-28.9% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 10.65% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,194 | $4,216-48.0% | $3,870-43.3% | $4,662-53.0% |
| Participant deferral / active EE | $5,501 | $5,622-2.1% | $5,060+8.7% | $6,690-17.8% |
| Admin fee / account holder | $3,797 | $9,745-61.0% | $8,388-54.7% | $13,392-71.6% |