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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 | $98,678 | $100,279-1.6% | $81,353+21.3% | $145,884-32.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 23.12% | 34.49%-11.4pp | 24.82%-1.7pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,103 | $2,979-63.0% | $2,464-55.2% | $4,662-76.3% |
| Participant deferral / active EE | $2,010 | $4,611-56.4% | $3,885-48.3% | $6,690-70.0% |
| Admin fee / account holder | $2,991 | $8,206-63.5% | $5,766-48.1% | $13,392-77.7% |