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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 | $107,653 | $111,814-3.7% | $103,374+4.1% | $145,959-26.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 17.54% | 24.77%-7.2pp | 24.89%-7.3pp | 561.95%-544.4pp |
| Employer contribution / active EE | $2,753 | $4,214-34.7% | $3,869-28.9% | $4,661-40.9% |
| Participant deferral / active EE | $4,791 | $5,618-14.7% | $5,058-5.3% | $6,689-28.4% |
| Admin fee / account holder | $8,255 | $9,754-15.4% | $8,394-1.7% | $13,398-38.4% |