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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 | $106,334 | $110,410-3.7% | $102,437+3.8% | $145,897-27.1% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 16.79% | 24.85%-8.1pp | 24.95%-8.2pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,220 | $4,217-47.4% | $3,871-42.6% | $4,663-52.4% |
| Participant deferral / active EE | $5,840 | $5,622+3.9% | $5,060+15.4% | $6,689-12.7% |
| Admin fee / account holder | $852 | $9,745-91.3% | $8,388-89.8% | $13,390-93.6% |