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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 | $105,005 | $99,652+5.4% | $78,778+33.3% | $147,586-28.9% |
| Participation rate | 56.3% | 76.2%-20.0pp | 69.2%-12.9pp | 82.8%-26.6pp |
| Annual return | 10.17% | 47.28%-37.1pp | 35.62%-25.5pp | 578.59%-568.4pp |
| Employer contribution / active EE | $1,043 | $2,796-62.7% | $1,986-47.5% | $4,876-78.6% |
| Participant deferral / active EE | $2,938 | $3,664-19.8% | $2,958-0.7% | $5,439-46.0% |
| Admin fee / account holder | $4,150 | $7,155-42.0% | $5,134-19.2% | $10,886-61.9% |