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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 | $97,029 | $110,337-12.1% | $102,383-5.2% | $145,877-33.5% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.5%-59.5pp | 80.3%-65.3pp |
| Annual return | 13.07% | 24.83%-11.8pp | 24.94%-11.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,280 | $4,216-69.6% | $3,870-66.9% | $4,663-72.6% |
| Participant deferral / active EE | $1,701 | $5,621-69.7% | $5,060-66.4% | $6,691-74.6% |
| Admin fee / account holder | $4,511 | $9,750-53.7% | $8,391-46.2% | $13,402-66.3% |