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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 | $105,478 | $101,618+3.8% | $93,063+13.3% | $137,256-23.2% |
| Participation rate | 28.6% | 74.9%-46.4pp | 72.1%-43.5pp | 80.0%-51.4pp |
| Annual return | 12.66% | 223.95%-211.3pp | 34.15%-21.5pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,116 | $2,707-58.8% | $2,476-54.9% | $4,156-73.1% |
| Participant deferral / active EE | $6,705 | $4,279+56.7% | $3,958+69.4% | $6,407+4.7% |
| Admin fee / account holder | $10,612 | $6,198+71.2% | $6,033+75.9% | $12,270-13.5% |