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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 | $96,048 | $103,392-7.1% | $87,104+10.3% | $152,897-37.2% |
| Participation rate | 43.8% | 79.4%-35.6pp | 76.9%-33.1pp | 82.5%-38.7pp |
| Annual return | 20.58% | 28.10%-7.5pp | 28.19%-7.6pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,108 | $3,221-65.6% | $2,521-56.0% | $4,764-76.7% |
| Participant deferral / active EE | $3,177 | $4,778-33.5% | $4,048-21.5% | $5,851-45.7% |
| Admin fee / account holder | $16,591 | $12,194+36.1% | $7,491+121.5% | $11,599+43.0% |