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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 | $106,029 | $126,661-16.3% | $113,397-6.5% | $138,895-23.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 13.07% | 25.05%-12.0pp | 23.20%-10.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $977 | $3,456-71.7% | $2,977-67.2% | $4,194-76.7% |
| Participant deferral / active EE | $3,654 | $5,693-35.8% | $5,076-28.0% | $6,396-42.9% |
| Admin fee / account holder | $27,355 | $14,549+88.0% | $11,957+128.8% | $12,562+117.8% |