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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 | $110,604 | $105,284+5.1% | $150,734-26.6% | $94,015+17.6% |
| Participation rate | 42.9% | 71.7%-28.9pp | 78.4%-35.6pp | 70.8%-28.0pp |
| Annual return | 18.61% | 15.67%+2.9pp | 600.81%-582.2pp | 17.84%+0.8pp |
| Employer contribution / active EE | $1,180 | $3,599-67.2% | $4,918-76.0% | $2,790-57.7% |
| Participant deferral / active EE | $4,808 | $4,274+12.5% | $5,610-14.3% | $4,249+13.1% |
| Admin fee / account holder | $16,379 | $9,839+66.5% | $14,905+9.9% | $8,951+83.0% |